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
601
$640K 0.04%
10,726
-7,710
602
$639K 0.04%
3,068
+1,945
603
$634K 0.04%
+16,508
604
$634K 0.04%
18,554
-1,634
605
$634K 0.04%
29,034
+817
606
$633K 0.04%
+1,539
607
$633K 0.04%
35,495
+21,746
608
$632K 0.04%
+9,885
609
$631K 0.04%
+25,471
610
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+758
611
$627K 0.04%
29,656
-2,679
612
$626K 0.04%
14,509
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613
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2,999
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614
$622K 0.04%
13,162
+6,083
615
$621K 0.04%
2,846
-1,232
616
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617
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7,087
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618
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18,756
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619
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36,056
-26,964
620
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33,169
+15,642
621
$610K 0.04%
24,165
+1,199
622
$609K 0.04%
2,664
+302
623
$608K 0.04%
32,127
+16,906
624
$608K 0.04%
+11,446
625
$608K 0.04%
11,809
-1,998
23 24
25
26 27