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
651
$548K 0.03%
4,028
+1,349
652
$545K 0.03%
13,014
-720
653
$543K 0.03%
10,457
+528
654
$542K 0.03%
13,682
-15,201
655
$539K 0.03%
7,230
+189
656
$538K 0.03%
4,899
+1,818
657
$538K 0.03%
399
-29
658
$537K 0.03%
13,039
+2,100
659
$536K 0.03%
+3,351
660
$533K 0.03%
11,091
-2,546
661
$533K 0.03%
13,561
-325
662
$531K 0.03%
+2,448
663
$530K 0.03%
+21,361
664
$529K 0.03%
14,009
+4,309
665
$527K 0.03%
+5,647
666
$526K 0.03%
4,444
-5,689
667
$525K 0.03%
14,454
-25,026
668
$523K 0.03%
+12,032
669
$519K 0.03%
+22,072
670
$516K 0.03%
10,132
-10,360
671
$514K 0.03%
3,085
-5,882
672
$506K 0.03%
49,158
-495
673
$502K 0.03%
+11,444
674
$500K 0.03%
15,018
+6,491
675
$499K 0.03%
+2,892
25 26
27
28 29