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
476
$380K 0.03%
4,660
-90
477
$380K 0.03%
68,140
+20,415
478
$380K 0.03%
14,653
-21,697
479
$378K 0.03%
+11,148
480
$376K 0.03%
+25,490
481
$374K 0.03%
+603
482
$374K 0.03%
+21,368
483
$373K 0.03%
42,733
+10,115
484
$372K 0.03%
+3,635
485
$370K 0.03%
2,576
-5,045
486
$369K 0.03%
+12,287
487
$365K 0.03%
+4,323
488
$365K 0.03%
+4,434
489
$362K 0.03%
77,293
+55,414
490
$358K 0.03%
71,656
+4,651
491
$356K 0.02%
+14,063
492
$354K 0.02%
6,271
+2,484
493
$352K 0.02%
7,635
-28,972
494
$347K 0.02%
5,711
-38,931
495
$346K 0.02%
+11,136
496
$344K 0.02%
+3,745
497
$341K 0.02%
+3,895
498
$340K 0.02%
72,465
-41,018
499
$339K 0.02%
+18,236
500
$336K 0.02%
+8,860
18 19
20
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