WG

Winton Group Portfolio holdings

AUM $1.96B
1-Year Est. Return 30.2%
This Quarter Est. Return
1 Year Est. Return
+30.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.4B
AUM Growth
-$276M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
655
New
Increased
Reduced
Closed

Top Buys

1
+$29.1M
2
+$28.6M
3
+$24.3M
4
WAT icon
Waters Corp
WAT
+$23M
5
CL icon
Colgate-Palmolive
CL
+$21.9M

Top Sells

1
+$48.1M
2
+$43.4M
3
+$37.1M
4
IBM icon
IBM
IBM
+$32.7M
5
NVDA icon
NVIDIA
NVDA
+$31.6M

Sector Composition

1 Technology 20.78%
2 Consumer Staples 15.18%
3 Industrials 14.17%
4 Healthcare 14%
5 Financials 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$6.33M 0.19%
+47,854
152
$6.29M 0.19%
93,705
+54,400
153
$6.19M 0.18%
38,158
+3,529
154
$6.18M 0.18%
66,450
-63,071
155
$6.15M 0.18%
158,752
-9,254
156
$6.12M 0.18%
81,402
+45,414
157
$6.06M 0.18%
+202,900
158
$5.95M 0.18%
82,802
+45,456
159
$5.9M 0.17%
171,500
+77,631
160
$5.89M 0.17%
594,804
+325,309
161
$5.88M 0.17%
52,693
+26,600
162
$5.87M 0.17%
65,578
+31,240
163
$5.62M 0.17%
83,186
-113,090
164
$5.61M 0.16%
356,448
+204,042
165
$5.6M 0.16%
45,297
+18,859
166
$5.46M 0.16%
110,874
-4,458
167
$5.42M 0.16%
59,348
-185,242
168
$5.4M 0.16%
100,898
+55,394
169
$5.38M 0.16%
26,253
-42,034
170
$5.38M 0.16%
+62,257
171
$5.36M 0.16%
+83,850
172
$5.29M 0.16%
35,378
+19,856
173
$5.27M 0.15%
39,822
-2,739
174
$5.21M 0.15%
102,093
-69,757
175
$5.13M 0.15%
140,849
+103,468
5 6
7
8 9