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
376
$736K 0.05%
27,099
+16,317
377
$729K 0.05%
9,814
+6,147
378
$729K 0.05%
+11,224
379
$727K 0.05%
13,289
+7,554
380
$722K 0.05%
53,238
-33,642
381
$715K 0.05%
+28,091
382
$710K 0.05%
+16,537
383
$710K 0.05%
6,743
+37
384
$705K 0.05%
18,598
-1,065
385
$705K 0.05%
+1,871
386
$699K 0.05%
+18,563
387
$698K 0.05%
+13,063
388
$692K 0.05%
35,725
-71,952
389
$686K 0.05%
+4,820
390
$681K 0.05%
+44,847
391
$679K 0.05%
11,393
-26
392
$678K 0.05%
8,123
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393
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328
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394
$671K 0.05%
40,581
-32,534
395
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396
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397
$656K 0.05%
+2,822
398
$654K 0.05%
+3,843
399
$650K 0.05%
178,078
-40,779
400
$648K 0.05%
+1,315
14 15
16
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