WG
Winton Group Portfolio holdings
AUM
$1.96B
1-Year Return
30.2%
This Quarter Return
+11.17%
1 Year Return
+30.2%
3 Year Return
+112.22%
5 Year Return
+251.53%
10 Year Return
+656.5%
AUM
$1.43B
AUM Growth
-$53.3M
(-3.6%)
Cap. Flow
-$141M
Cap. Flow
% of AUM
-9.9%
Top 10 Holdings %
Top 10 Hldgs %
23.07%
Holding
803
New
245
Increased
173
Reduced
181
Closed
198
Top Buys
| 1 |
Deckers Outdoor
DECK
|
+$19.5M |
| 2 |
Kellanova
K
|
+$18.2M |
| 3 |
Lattice Semiconductor
LSCC
|
+$17M |
| 4 |
Tetra Tech
TTEK
|
+$15.8M |
| 5 |
FMC
FMC
|
+$10.7M |
Top Sells
| 1 |
Walmart
WMT
|
+$24.1M |
| 2 |
Union Pacific
UNP
|
+$22.7M |
| 3 |
Cooper Companies
COO
|
+$20.6M |
| 4 |
American International
AIG
|
+$20.4M |
| 5 |
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% |
