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
$5.14B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,369
New
Increased
Reduced
Closed

Top Buys

1
+$43.3M
2
+$41.8M
3
+$40.2M
4
NVR icon
NVR
NVR
+$36.6M
5
SNPS icon
Synopsys
SNPS
+$31.3M

Top Sells

1
+$36.6M
2
+$35.1M
3
+$32.6M
4
NSP icon
Insperity
NSP
+$32.3M
5
WCG
Wellcare Health Plans, Inc.
WCG
+$29.3M

Sector Composition

1 Technology 14.08%
2 Industrials 13.68%
3 Consumer Discretionary 12.75%
4 Real Estate 10.71%
5 Financials 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$628K 0.01%
126,276
-22,509
577
$626K 0.01%
13,345
-1,430
578
$626K 0.01%
13,388
-253
579
$624K 0.01%
1,940
-2,259
580
$622K 0.01%
14,786
+3,389
581
$621K 0.01%
16,741
-1,349
582
$620K 0.01%
8,364
-7,155
583
$618K 0.01%
11,156
+2,746
584
$618K 0.01%
1,373
-172
585
$615K 0.01%
149,800
+440
586
$613K 0.01%
+16,976
587
$610K 0.01%
9,622
-11,178
588
$609K 0.01%
15,030
+9,018
589
$609K 0.01%
8,985
+2,717
590
$608K 0.01%
26,762
-9,157
591
$607K 0.01%
19,955
+6,633
592
$606K 0.01%
12,136
+2,749
593
$603K 0.01%
+25,023
594
$603K 0.01%
8,283
-1,967
595
$602K 0.01%
7,401
+3,496
596
$599K 0.01%
25,189
+10,383
597
$599K 0.01%
31,434
-9,519
598
$597K 0.01%
584
-1,021
599
$596K 0.01%
5,958
-4,693
600
$595K 0.01%
5,044
-1,787
22 23
24
25 26