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
26
$7.88M 0.55%
432,005
+25,239
27
$7.79M 0.55%
116,469
+83,984
28
$7.53M 0.53%
75,085
+68,165
29
$7.39M 0.52%
191,800
+176,264
30
$7.34M 0.51%
166,157
+142,728
31
$7.33M 0.51%
+44,009
32
$7.22M 0.51%
44,025
+36,414
33
$7.06M 0.49%
+42,473
34
$7.02M 0.49%
53,310
+43,320
35
$6.98M 0.49%
397,547
+380,019
36
$6.98M 0.49%
268,853
+224,269
37
$6.8M 0.48%
+35,663
38
$6.65M 0.47%
+107,221
39
$6.63M 0.46%
+104,271
40
$6.45M 0.45%
+28,156
41
$6.28M 0.44%
137,739
-2,807
42
$6.28M 0.44%
+74,956
43
$6.26M 0.44%
+93,470
44
$6.25M 0.44%
+32,895
45
$6.18M 0.43%
+52,564
46
$6.17M 0.43%
+31,599
47
$6.17M 0.43%
+103,737
48
$6.17M 0.43%
+31,805
49
$6.13M 0.43%
546,040
-13,041
50
$6.06M 0.42%
+52,370
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