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
$1.65B
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 13.35%
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
326
$1.49M 0.09%
15,779
-850
327
$1.49M 0.09%
32,893
+24,138
328
$1.49M 0.09%
68,073
+11,716
329
$1.48M 0.09%
17,024
+4,852
330
$1.48M 0.09%
32,769
-28,886
331
$1.46M 0.09%
35,128
+30,130
332
$1.46M 0.09%
+37,344
333
$1.46M 0.09%
29,040
-1,954
334
$1.46M 0.09%
26,831
+719
335
$1.46M 0.09%
5,357
-3,091
336
$1.45M 0.09%
24,089
+1,121
337
$1.45M 0.09%
29,007
+20,070
338
$1.44M 0.09%
20,842
+10,660
339
$1.44M 0.09%
23,820
+387
340
$1.44M 0.09%
12,163
+7,276
341
$1.43M 0.09%
24,813
-9,989
342
$1.43M 0.09%
21,169
+14,257
343
$1.43M 0.09%
8,560
-8,720
344
$1.43M 0.09%
31,248
+3,996
345
$1.42M 0.09%
8,194
-12,723
346
$1.42M 0.09%
7,974
-10,579
347
$1.42M 0.09%
4,862
-3,007
348
$1.41M 0.09%
76,465
-15,065
349
$1.4M 0.09%
23,690
+9,948
350
$1.4M 0.08%
39,776
+23,547
12 13
14
15 16