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
351
$866K 0.06%
21,209
-10,658
352
$862K 0.06%
3,055
-1,968
353
$857K 0.06%
+58,366
354
$847K 0.06%
+31,765
355
$846K 0.06%
+56,702
356
$846K 0.06%
+3,121
357
$840K 0.06%
2,985
+44
358
$836K 0.06%
38,295
-68,767
359
$832K 0.06%
+2,000
360
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+44,157
361
$808K 0.06%
32,628
-3,530
362
$788K 0.06%
308,980
+8,381
363
$781K 0.05%
19,127
-37,115
364
$780K 0.05%
2,337
+460
365
$778K 0.05%
46,391
+11,488
366
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2,581
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367
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368
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8,285
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369
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30,220
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370
$772K 0.05%
3,200
-250
371
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372
$761K 0.05%
34,572
-36,673
373
$754K 0.05%
+47,264
374
$750K 0.05%
+40,595
375
$739K 0.05%
+16,882
13 14
15
16 17