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
451
$482K 0.03%
3,972
+1,343
452
$482K 0.03%
20,533
+5,533
453
$471K 0.03%
+16,526
454
$463K 0.03%
50,312
-41,199
455
$460K 0.03%
12,366
+2,849
456
$455K 0.03%
62,117
-21,678
457
$453K 0.03%
+63,468
458
$449K 0.03%
37,667
-23,649
459
$445K 0.03%
18,894
-2,366
460
$445K 0.03%
7,760
-35,059
461
$443K 0.03%
12,042
-46,386
462
$442K 0.03%
+46,618
463
$438K 0.03%
+2,166
464
$434K 0.03%
+8,396
465
$432K 0.03%
15,711
-20,866
466
$430K 0.03%
6,871
-8,456
467
$428K 0.03%
+4,222
468
$418K 0.03%
215
-317
469
$408K 0.03%
1,734
-2,102
470
$399K 0.03%
84,532
+37,823
471
$395K 0.03%
7,403
-2,141
472
$390K 0.03%
+17,425
473
$385K 0.03%
1,151
-239
474
$383K 0.03%
+2,840
475
$383K 0.03%
+3,993
17 18
19
20 21