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
326
$989K 0.07%
25,500
327
$985K 0.07%
145,975
+7,315
328
$984K 0.07%
3,814
-236
329
$983K 0.07%
55,510
+5,699
330
$981K 0.07%
130,965
+31,254
331
$972K 0.07%
18,371
+6,841
332
$968K 0.07%
48,069
-143,913
333
$966K 0.07%
122,301
+15,220
334
$963K 0.07%
5,291
+330
335
$961K 0.07%
+9,222
336
$958K 0.07%
+35,975
337
$953K 0.07%
9,085
+319
338
$949K 0.07%
7,384
+737
339
$945K 0.07%
1,068
-137
340
$944K 0.07%
458,381
+67,844
341
$941K 0.07%
4,739
-94,799
342
$937K 0.07%
+79,014
343
$925K 0.06%
8,386
-186,614
344
$922K 0.06%
+138,510
345
$921K 0.06%
19,290
-4,860
346
$905K 0.06%
+5,124
347
$895K 0.06%
+5,844
348
$886K 0.06%
19,155
-16,684
349
$872K 0.06%
204,267
-6,314
350
$870K 0.06%
46,940
-13,070
12 13
14
15 16