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
526
$286K 0.02%
+18,166
527
$284K 0.02%
+4,934
528
$280K 0.02%
+6,450
529
$274K 0.02%
+2,552
530
$274K 0.02%
6,564
-41,936
531
$272K 0.02%
+22,192
532
$270K 0.02%
708
-360
533
$269K 0.02%
+3,048
534
$269K 0.02%
+644
535
$267K 0.02%
+1,390
536
$265K 0.02%
+9,306
537
$264K 0.02%
+42,162
538
$257K 0.02%
1,163
-1,991
539
$256K 0.02%
+3,646
540
$254K 0.02%
+12,417
541
$247K 0.02%
43,040
-12,412
542
$244K 0.02%
+6,830
543
$242K 0.02%
1,165
-2,530
544
$242K 0.02%
46,688
+28,593
545
$240K 0.02%
+11,029
546
$238K 0.02%
+14,729
547
$237K 0.02%
+2,990
548
$234K 0.02%
1,165
-778
549
$232K 0.02%
1,425
-6
550
$227K 0.02%
1,269
-29,055
20 21
22
23 24