WG

Winton Group Portfolio holdings

AUM $2.67B
1-Year Est. Return 29.84%
This Quarter Est. Return
1 Year Est. Return
+29.84%
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 13.32%
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
576
$698K 0.04%
4,264
-485
577
$695K 0.04%
9,065
+4,250
578
$692K 0.04%
8,539
+2,936
579
$691K 0.04%
29,129
+4,549
580
$690K 0.04%
50,949
-21,239
581
$690K 0.04%
+6,301
582
$689K 0.04%
170,073
+8,851
583
$689K 0.04%
23,293
-17,885
584
$685K 0.04%
+7,543
585
$683K 0.04%
14,001
+6,370
586
$681K 0.04%
+1,401
587
$679K 0.04%
5,213
-2,493
588
$678K 0.04%
+16,215
589
$675K 0.04%
4,431
+3,529
590
$672K 0.04%
55,388
+12,910
591
$671K 0.04%
+4,942
592
$670K 0.04%
22,804
+833
593
$663K 0.04%
15,550
+1,833
594
$661K 0.04%
8,934
-2,207
595
$661K 0.04%
+16,314
596
$658K 0.04%
23,133
-3,324
597
$658K 0.04%
8,731
-5,406
598
$658K 0.04%
+9,720
599
$652K 0.04%
24,895
-19,478
600
$644K 0.04%
29,524
-36,837
22 23
24
25 26