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
526
$822K 0.05%
4,253
-1,616
527
$814K 0.05%
+8,549
528
$811K 0.05%
39,544
+10,078
529
$808K 0.05%
+14,344
530
$808K 0.05%
13,866
-3,435
531
$807K 0.05%
14,996
-273
532
$807K 0.05%
9,737
-14,651
533
$805K 0.05%
30,603
+13,989
534
$805K 0.05%
+10,633
535
$803K 0.05%
14,386
+3,437
536
$799K 0.05%
9,189
+2,113
537
$797K 0.05%
19,264
-12,590
538
$796K 0.05%
+10,066
539
$795K 0.05%
15,267
+9,816
540
$795K 0.05%
11,103
-601
541
$789K 0.05%
18,862
+7,315
542
$784K 0.05%
20,252
-21,584
543
$782K 0.05%
+9,617
544
$775K 0.05%
+3,200
545
$775K 0.05%
4,082
+97
546
$771K 0.05%
37,035
-26,950
547
$759K 0.05%
45,132
+11,998
548
$758K 0.05%
4,245
-3,836
549
$757K 0.05%
+19,006
550
$755K 0.05%
+16,883
20 21
22
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