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
201
$5.85M 0.17%
28,086
-6,379
202
$5.82M 0.17%
+115,933
203
$5.81M 0.17%
99,101
+62,701
204
$5.8M 0.17%
+214,228
205
$5.8M 0.17%
+101,096
206
$5.78M 0.17%
9,700
-1,698
207
$5.77M 0.17%
+119,837
208
$5.76M 0.17%
102,615
+59,250
209
$5.75M 0.17%
+24,401
210
$5.75M 0.17%
43,690
+27,681
211
$5.74M 0.17%
64,344
+52,016
212
$5.74M 0.17%
+99,925
213
$5.73M 0.17%
89,317
+85,840
214
$5.72M 0.17%
152,408
+77,471
215
$5.7M 0.17%
+127,512
216
$5.7M 0.16%
+52,469
217
$5.69M 0.16%
+67,887
218
$5.68M 0.16%
91,596
+57,100
219
$5.68M 0.16%
+282,727
220
$5.67M 0.16%
+270,765
221
$5.64M 0.16%
+73,543
222
$5.64M 0.16%
+221,700
223
$5.64M 0.16%
+57,120
224
$5.62M 0.16%
+73,472
225
$5.62M 0.16%
97,847
-17,556
7 8
9
10 11