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
251
$1.09M 0.08%
59,705
+4,784
252
$1.09M 0.08%
+54,336
253
$1.09M 0.08%
96,893
+4,221
254
$1.09M 0.08%
26,462
+774
255
$1.09M 0.08%
19,473
+5,450
256
$1.08M 0.08%
9,189
+2,596
257
$1.08M 0.08%
23,410
+3,347
258
$1.08M 0.08%
97,235
+14,832
259
$1.08M 0.08%
17,871
-38
260
$1.08M 0.08%
16,906
+256
261
$1.08M 0.08%
72,622
+28,346
262
$1.07M 0.08%
+7,659
263
$1.07M 0.08%
+95,400
264
$1.07M 0.08%
35,308
+8,269
265
$1.07M 0.08%
2,758
-8,425
266
$1.07M 0.08%
+132,431
267
$1.07M 0.08%
+15,890
268
$1.07M 0.08%
46,258
-78
269
$1.07M 0.08%
17,905
-411
270
$1.07M 0.07%
95,720
+3,745
271
$1.07M 0.07%
32,836
+3,337
272
$1.07M 0.07%
18,318
+1,111
273
$1.06M 0.07%
27,461
+1,341
274
$1.06M 0.07%
24,559
+1,207
275
$1.06M 0.07%
50,811
+7,803
9 10
11
12 13