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
426
$1.13M 0.07%
18,517
+6,496
427
$1.13M 0.07%
53,252
+35,997
428
$1.13M 0.07%
+25,879
429
$1.13M 0.07%
8,095
-782
430
$1.12M 0.07%
25,349
-24,777
431
$1.12M 0.07%
19,352
+10,048
432
$1.11M 0.07%
7,140
+3,321
433
$1.11M 0.07%
39,401
+12,505
434
$1.11M 0.07%
19,513
-23,339
435
$1.09M 0.07%
16,625
-24,548
436
$1.09M 0.07%
13,015
-11,691
437
$1.08M 0.07%
14,430
-13,464
438
$1.07M 0.06%
16,492
-13,707
439
$1.06M 0.06%
18,138
-15,805
440
$1.06M 0.06%
+5,001
441
$1.06M 0.06%
6,728
-2,873
442
$1.05M 0.06%
12,698
+3,883
443
$1.05M 0.06%
9,322
+2,128
444
$1.04M 0.06%
17,223
+548
445
$1.04M 0.06%
56,753
+7,947
446
$1.04M 0.06%
+7,716
447
$1.03M 0.06%
10,292
-32
448
$1.03M 0.06%
27,782
-1,500
449
$1.03M 0.06%
6,115
+1,869
450
$1.03M 0.06%
6,606
-2,321
16 17
18
19 20