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
26
$7.91M 0.48%
23,510
+11,916
27
$7.63M 0.46%
367,035
+310,541
28
$7.43M 0.45%
55,596
-10,026
29
$7.28M 0.44%
154,560
+42,060
30
$7.22M 0.44%
169,962
+130,130
31
$7.03M 0.43%
187,009
-197,587
32
$6.92M 0.42%
+81,068
33
$6.88M 0.42%
20,084
+12,290
34
$6.84M 0.41%
12,119
+1,510
35
$6.68M 0.4%
120,352
+8,322
36
$6.49M 0.39%
+156,128
37
$6.4M 0.39%
23,448
+21,538
38
$6.21M 0.38%
1,051
+96
39
$6.2M 0.38%
26,284
+5,841
40
$5.82M 0.35%
9,664
-1,856
41
$5.78M 0.35%
2,756
+269
42
$5.7M 0.35%
118,143
+38,496
43
$5.67M 0.34%
82,670
+32,336
44
$5.38M 0.33%
+30,299
45
$5.36M 0.32%
+32,744
46
$5.36M 0.32%
+30,715
47
$5.31M 0.32%
+187,235
48
$5.3M 0.32%
87,815
+59,888
49
$5.3M 0.32%
34,560
+9,575
50
$5.26M 0.32%
+51,293
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