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
351
$1.4M 0.08%
+6,375
352
$1.4M 0.08%
15,132
+10,743
353
$1.4M 0.08%
2,091
+837
354
$1.39M 0.08%
93,656
+46,329
355
$1.39M 0.08%
87,719
+7,765
356
$1.38M 0.08%
+29,261
357
$1.38M 0.08%
35,180
-5,916
358
$1.37M 0.08%
13,721
+1,081
359
$1.36M 0.08%
20,517
+2,076
360
$1.36M 0.08%
34,008
+2,562
361
$1.35M 0.08%
12,893
+1,040
362
$1.35M 0.08%
102,201
+64,711
363
$1.34M 0.08%
559
+208
364
$1.34M 0.08%
+8,576
365
$1.34M 0.08%
20,599
+6,732
366
$1.33M 0.08%
16,904
+3,734
367
$1.32M 0.08%
7,344
+1,953
368
$1.32M 0.08%
+7,690
369
$1.32M 0.08%
+33,819
370
$1.31M 0.08%
30,068
+12,042
371
$1.3M 0.08%
67,834
-213,204
372
$1.3M 0.08%
38,681
-7,427
373
$1.3M 0.08%
23,230
+15,902
374
$1.3M 0.08%
50,546
+19,464
375
$1.3M 0.08%
34,425
+575
13 14
15
16 17