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
$3.45B
AUM Growth
+$314M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$15.5M
3
+$14.5M
4
FFIV icon
F5
FFIV
+$12.6M
5
FTV icon
Fortive
FTV
+$11.5M

Top Sells

1
+$62.7M
2
+$55.3M
3
+$20.5M
4
ABBV icon
AbbVie
ABBV
+$19.5M
5
WM icon
Waste Management
WM
+$19.3M

Sector Composition

1 Industrials 19.6%
2 Technology 18.95%
3 Consumer Discretionary 12.87%
4 Healthcare 12.05%
5 Consumer Staples 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$6.1M 0.18%
+349,860
177
$6.08M 0.18%
47,515
+42,767
178
$6.07M 0.18%
+125,476
179
$6.07M 0.18%
+113,648
180
$6.06M 0.18%
65,189
-21,822
181
$6.05M 0.18%
+89,022
182
$6.04M 0.17%
+559,192
183
$6.03M 0.17%
133,416
+78,003
184
$6.01M 0.17%
+27,819
185
$6M 0.17%
70,749
+51,367
186
$6M 0.17%
+268,621
187
$6M 0.17%
+109,933
188
$6M 0.17%
+159,382
189
$5.97M 0.17%
+53,923
190
$5.97M 0.17%
+58,806
191
$5.95M 0.17%
262,338
+166,401
192
$5.95M 0.17%
+216,257
193
$5.92M 0.17%
+72,443
194
$5.91M 0.17%
+140,250
195
$5.91M 0.17%
+84,621
196
$5.91M 0.17%
+100,482
197
$5.9M 0.17%
+34,672
198
$5.89M 0.17%
108,771
+35,102
199
$5.87M 0.17%
+49,331
200
$5.87M 0.17%
+134,480
6 7
8
9 10