WG

Winton Group Portfolio holdings

AUM $2.67B
1-Year Est. Return 29.84%
This Quarter Est. Return
1 Year Est. Return
+29.84%
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 13.32%
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
276
$1.71M 0.1%
40,117
+10,031
277
$1.7M 0.1%
32,200
+12,531
278
$1.7M 0.1%
35,988
-4,045
279
$1.7M 0.1%
23,227
-7,842
280
$1.7M 0.1%
24,382
+1,474
281
$1.7M 0.1%
56,811
+137
282
$1.7M 0.1%
12,186
+4,512
283
$1.7M 0.1%
38,768
+23,358
284
$1.7M 0.1%
73,455
+22,170
285
$1.69M 0.1%
6,737
+1,693
286
$1.69M 0.1%
28,665
+1,308
287
$1.67M 0.1%
29,032
-3,531
288
$1.67M 0.1%
88,616
-32,032
289
$1.67M 0.1%
5,325
-300
290
$1.66M 0.1%
27,770
-6,111
291
$1.65M 0.1%
56,976
+30,179
292
$1.65M 0.1%
50,700
293
$1.65M 0.1%
14,654
+7,312
294
$1.64M 0.1%
19,241
+14,466
295
$1.64M 0.1%
13,004
+721
296
$1.63M 0.1%
27,419
+5,352
297
$1.63M 0.1%
25,063
-10,415
298
$1.63M 0.1%
7,806
-12,321
299
$1.62M 0.1%
27,932
-203,406
300
$1.61M 0.1%
19,650
+2,138
10 11
12
13 14