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
551
$226K 0.02%
+492
552
$226K 0.02%
+8,243
553
$226K 0.02%
1,385
-546
554
$226K 0.02%
+964
555
$224K 0.02%
+1,823
556
$222K 0.02%
+35,602
557
$220K 0.02%
437
-682
558
$220K 0.02%
1,583
-2,244
559
$220K 0.02%
+38,111
560
$218K 0.02%
+5,589
561
$217K 0.02%
3,021
-2,987
562
$217K 0.02%
+2,940
563
$215K 0.02%
+1,826
564
$213K 0.01%
+11,136
565
$212K 0.01%
11,068
-19,168
566
$210K 0.01%
+607
567
$209K 0.01%
236
-2,879
568
$209K 0.01%
+7,063
569
$209K 0.01%
77,514
-44,878
570
$206K 0.01%
3,951
-74,792
571
$205K 0.01%
+3,908
572
$205K 0.01%
+94,325
573
$204K 0.01%
+14,286
574
$203K 0.01%
+17,621
575
$200K 0.01%
+781
21 22
23
24 25