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
301
$1.04M 0.07%
+8,628
302
$1.04M 0.07%
5,638
-815
303
$1.04M 0.07%
17,795
+732
304
$1.03M 0.07%
2,221
-210
305
$1.03M 0.07%
21,895
-2,071
306
$1.03M 0.07%
23,032
-76,394
307
$1.03M 0.07%
99,264
+27,358
308
$1.03M 0.07%
26,863
+16,010
309
$1.03M 0.07%
+7,712
310
$1.02M 0.07%
24,240
+2,217
311
$1.02M 0.07%
21,169
+264
312
$1.02M 0.07%
22,018
+1,390
313
$1.02M 0.07%
9,968
-934
314
$1.02M 0.07%
93,500
+23,251
315
$1.02M 0.07%
7,150
+2,577
316
$1.02M 0.07%
96,936
+20,096
317
$1.02M 0.07%
33,224
+3,516
318
$1.02M 0.07%
4,301
+1,093
319
$1.01M 0.07%
+80,103
320
$1.01M 0.07%
+73,148
321
$1.01M 0.07%
64,202
-42,434
322
$1M 0.07%
+19,485
323
$1M 0.07%
45,358
-690,534
324
$1,000K 0.07%
4,060
-351
325
$992K 0.07%
21,911
+2,128
11 12
13
14 15