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
$1.65B
AUM Growth
-$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,572
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$13.1M
3
+$12.8M
4
NRG icon
NRG Energy
NRG
+$11.8M
5
CHRW icon
C.H. Robinson
CHRW
+$11.5M

Top Sells

1
+$15M
2
+$13.8M
3
+$12.8M
4
SEE icon
Sealed Air
SEE
+$12.7M
5
BK icon
Bank of New York Mellon
BK
+$11.8M

Sector Composition

1 Financials 20.53%
2 Technology 13.35%
3 Consumer Discretionary 12.32%
4 Industrials 11.44%
5 Healthcare 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.01M 0.12%
23,447
+8,004
227
$2M 0.12%
5,685
+1,857
228
$1.99M 0.12%
27,234
+2,186
229
$1.98M 0.12%
7,167
+2,429
230
$1.97M 0.12%
23,066
+15,263
231
$1.96M 0.12%
46,800
+4,365
232
$1.95M 0.12%
50,160
-7,348
233
$1.95M 0.12%
31,439
-55,468
234
$1.95M 0.12%
18,809
+1,403
235
$1.93M 0.12%
+10,597
236
$1.93M 0.12%
+34,084
237
$1.92M 0.12%
81,545
+39,217
238
$1.92M 0.12%
21,542
+14,591
239
$1.91M 0.12%
21,420
-2,148
240
$1.9M 0.12%
+7,058
241
$1.89M 0.11%
21,732
+1,384
242
$1.88M 0.11%
30,810
+11,640
243
$1.88M 0.11%
20,149
+120
244
$1.87M 0.11%
8,699
+3,007
245
$1.87M 0.11%
13,630
-481
246
$1.85M 0.11%
49,589
-584
247
$1.85M 0.11%
9,236
+4,108
248
$1.85M 0.11%
46,983
-602
249
$1.85M 0.11%
13,613
+4,272
250
$1.84M 0.11%
+17,867
8 9
10
11 12