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
501
$894K 0.05%
9,620
+7,076
502
$893K 0.05%
1,369
+120
503
$891K 0.05%
7,712
-6,634
504
$890K 0.05%
8,002
+3,148
505
$887K 0.05%
8,572
-6,709
506
$886K 0.05%
+15,508
507
$884K 0.05%
+8,708
508
$875K 0.05%
+7,481
509
$874K 0.05%
34,529
-3,454
510
$874K 0.05%
25,500
511
$864K 0.05%
+9,551
512
$857K 0.05%
10,103
-1,304
513
$854K 0.05%
20,907
-3,239
514
$847K 0.05%
21,989
+11,628
515
$846K 0.05%
9,064
-804
516
$845K 0.05%
36,295
-22,031
517
$844K 0.05%
1,301
-1,145
518
$843K 0.05%
9,540
-8,515
519
$843K 0.05%
7,269
+5,582
520
$842K 0.05%
14,331
+92
521
$833K 0.05%
82,144
-72,106
522
$831K 0.05%
+16,585
523
$827K 0.05%
+5,059
524
$826K 0.05%
6,242
+1,646
525
$824K 0.05%
26,968
+15,864
19 20
21
22 23