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
551
$754K 0.05%
2,036
-10
552
$752K 0.05%
+4,229
553
$751K 0.05%
8,467
-1,002
554
$748K 0.05%
43,175
+17,025
555
$742K 0.04%
4,413
-837
556
$742K 0.04%
+16,163
557
$740K 0.04%
5,806
+2,315
558
$740K 0.04%
+12,240
559
$738K 0.04%
9,592
-1,190
560
$738K 0.04%
24,465
+11,215
561
$735K 0.04%
6,244
-6,763
562
$730K 0.04%
1,866
+1,335
563
$721K 0.04%
52,471
+6,664
564
$716K 0.04%
+23,529
565
$715K 0.04%
421
-1,107
566
$714K 0.04%
+6,636
567
$714K 0.04%
7,992
-7,395
568
$714K 0.04%
27,895
-11,153
569
$713K 0.04%
+54,204
570
$712K 0.04%
+39,955
571
$711K 0.04%
+3,605
572
$709K 0.04%
+41,718
573
$708K 0.04%
24,183
+14,458
574
$700K 0.04%
11,814
+1,916
575
$699K 0.04%
14,682
-15,269
21 22
23
24 25