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
426
$568K 0.04%
+29,951
427
$568K 0.04%
+1,976
428
$562K 0.04%
9,375
-20,230
429
$558K 0.04%
+12,491
430
$557K 0.04%
+23,004
431
$549K 0.04%
56
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432
$544K 0.04%
+34,597
433
$533K 0.04%
11,355
-8,691
434
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5,646
435
$525K 0.04%
13,148
-9,825
436
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+44,554
437
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+83,176
438
$517K 0.04%
9,795
-8,354
439
$517K 0.04%
10,789
-11,213
440
$516K 0.04%
1,199
-8,098
441
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5,170
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442
$513K 0.04%
38,178
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443
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2,223
-2,328
444
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445
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85,468
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446
$494K 0.03%
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447
$494K 0.03%
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448
$493K 0.03%
21,551
-21,508
449
$492K 0.03%
21,146
-4,773
450
$484K 0.03%
18,105
+8,490
16 17
18
19 20