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
276
$1.06M 0.07%
30,645
-1,989
277
$1.06M 0.07%
16,315
+1,294
278
$1.06M 0.07%
25,294
-12,379
279
$1.06M 0.07%
7,682
+1,658
280
$1.06M 0.07%
13,697
+5,665
281
$1.06M 0.07%
+9,472
282
$1.06M 0.07%
16,874
+845
283
$1.06M 0.07%
37,075
-5,871
284
$1.06M 0.07%
12,931
+1,160
285
$1.06M 0.07%
21,392
+2,057
286
$1.06M 0.07%
27,221
+279
287
$1.06M 0.07%
13,509
+9,586
288
$1.06M 0.07%
+26,181
289
$1.05M 0.07%
66,051
-775,027
290
$1.05M 0.07%
+45,081
291
$1.05M 0.07%
91,194
+5,897
292
$1.05M 0.07%
153,475
-2,759
293
$1.05M 0.07%
28,317
-4,808
294
$1.05M 0.07%
+30,487
295
$1.05M 0.07%
+19,491
296
$1.05M 0.07%
11,924
+2,249
297
$1.05M 0.07%
68,580
+9,443
298
$1.05M 0.07%
113,952
+302
299
$1.04M 0.07%
74,097
-10,566
300
$1.04M 0.07%
79,986
+7,950
10 11
12
13 14