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
451
$1.03M 0.06%
19,957
+4,511
452
$1.03M 0.06%
11,198
+883
453
$1.02M 0.06%
17,362
-11,017
454
$1.02M 0.06%
7,144
+1,985
455
$1.02M 0.06%
11,729
-5,621
456
$1.02M 0.06%
24,768
-47,534
457
$1.02M 0.06%
14,559
-14,810
458
$1.01M 0.06%
10,472
+2,710
459
$1.01M 0.06%
79,311
+40,000
460
$1.01M 0.06%
31,918
-26,827
461
$1M 0.06%
17,153
+9,891
462
$999K 0.06%
+35,940
463
$999K 0.06%
48,171
+24,217
464
$996K 0.06%
+23,390
465
$990K 0.06%
17,911
+486
466
$988K 0.06%
6,252
+938
467
$987K 0.06%
52,815
+15,226
468
$986K 0.06%
+53,148
469
$985K 0.06%
7,761
+3,362
470
$984K 0.06%
13,453
-9,013
471
$963K 0.06%
5,815
+303
472
$960K 0.06%
+29,293
473
$960K 0.06%
20,630
+13,613
474
$959K 0.06%
3,559
-2,515
475
$948K 0.06%
20,579
+4,416
17 18
19
20 21