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
501
$334K 0.02%
2,677
-2,602
502
$322K 0.02%
27,046
-9,624
503
$315K 0.02%
356
-3,045
504
$311K 0.02%
+4,207
505
$309K 0.02%
+18,326
506
$308K 0.02%
+2,669
507
$307K 0.02%
2,536
-12,347
508
$307K 0.02%
+9,496
509
$307K 0.02%
21,174
-28,529
510
$307K 0.02%
+323
511
$307K 0.02%
139,962
+12,727
512
$303K 0.02%
2,940
-6,765
513
$301K 0.02%
11,354
-29,307
514
$301K 0.02%
+25,870
515
$300K 0.02%
3,741
-3,417
516
$298K 0.02%
+5,148
517
$297K 0.02%
33,306
-6,010
518
$295K 0.02%
+7,805
519
$295K 0.02%
2,803
-8,480
520
$294K 0.02%
+26,088
521
$294K 0.02%
+27,876
522
$294K 0.02%
20,090
-39,058
523
$291K 0.02%
35,330
+23,607
524
$287K 0.02%
+5,551
525
$287K 0.02%
2,988
-29,376
19 20
21
22 23