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
$1.43B
AUM Growth
-$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
803
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$18.2M
3
+$17M
4
TTEK icon
Tetra Tech
TTEK
+$15.8M
5
FMC icon
FMC
FMC
+$10.7M

Top Sells

1
+$24.1M
2
+$22.7M
3
+$20.6M
4
AIG icon
American International
AIG
+$20.4M
5
CAT icon
Caterpillar
CAT
+$20.3M

Sector Composition

1 Financials 22.43%
2 Consumer Discretionary 15.18%
3 Technology 14.88%
4 Industrials 14.58%
5 Healthcare 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.13M 0.08%
15,801
-25
227
$1.13M 0.08%
+9,404
228
$1.12M 0.08%
+1,068
229
$1.12M 0.08%
55,747
+9,266
230
$1.12M 0.08%
15,055
+18
231
$1.12M 0.08%
19,386
-782
232
$1.11M 0.08%
59,917
-200
233
$1.11M 0.08%
4,228
+1,172
234
$1.11M 0.08%
16,267
-277
235
$1.1M 0.08%
33,399
-70
236
$1.1M 0.08%
38,486
+21,636
237
$1.1M 0.08%
76,272
+5,179
238
$1.1M 0.08%
5,676
+276
239
$1.1M 0.08%
15,711
+3,531
240
$1.1M 0.08%
+27,499
241
$1.1M 0.08%
31,846
+5,354
242
$1.09M 0.08%
34,335
+1,420
243
$1.09M 0.08%
8,002
+2,360
244
$1.09M 0.08%
24,862
-44
245
$1.09M 0.08%
24,238
+2,714
246
$1.09M 0.08%
5,171
-2,926
247
$1.09M 0.08%
13,586
-384
248
$1.09M 0.08%
90,020
+3,339
249
$1.09M 0.08%
84,756
-56,236
250
$1.09M 0.08%
4,601
+145
8 9
10
11 12