WG

Winton Group Portfolio holdings

AUM $2.67B
1-Year Est. Return 29.84%
This Quarter Est. Return
1 Year Est. Return
+29.84%
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
176
$5.12M 0.15%
217,223
+186,219
177
$5.11M 0.15%
191,446
+80,338
178
$5.04M 0.15%
+74,707
179
$5.03M 0.15%
193,466
+87,232
180
$5.02M 0.15%
48,404
-157,772
181
$5.01M 0.15%
62,070
+21,899
182
$5M 0.15%
29,500
+15,802
183
$4.99M 0.15%
27,651
+13,788
184
$4.97M 0.15%
40,814
+9,660
185
$4.95M 0.15%
32,285
+7,482
186
$4.93M 0.15%
49,085
+22,674
187
$4.81M 0.14%
185,446
-497,739
188
$4.78M 0.14%
122,833
+54,738
189
$4.78M 0.14%
69,904
-285,525
190
$4.59M 0.13%
53,402
+18,313
191
$4.58M 0.13%
45,316
+21,136
192
$4.51M 0.13%
+144,202
193
$4.44M 0.13%
187,183
+93,548
194
$4.34M 0.13%
55,587
+32,408
195
$4.34M 0.13%
48,011
-10,614
196
$4.33M 0.13%
+27,392
197
$4.3M 0.13%
38,710
+513
198
$4.27M 0.13%
27,908
+3,071
199
$4.25M 0.12%
29,081
-19,416
200
$4.21M 0.12%
142,473
+55,201
6 7
8
9 10