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
676
$496K 0.03%
+33,694
677
$495K 0.03%
22,565
+2,431
678
$491K 0.03%
+30,357
679
$489K 0.03%
1,983
-3,153
680
$489K 0.03%
14,196
-2,246
681
$488K 0.03%
+34,694
682
$487K 0.03%
11,586
-5,213
683
$487K 0.03%
2,642
-1,273
684
$486K 0.03%
11,426
-26,922
685
$482K 0.03%
+20,063
686
$480K 0.03%
+40,639
687
$473K 0.03%
9,085
+4,876
688
$473K 0.03%
+1,685
689
$473K 0.03%
43,950
-69,586
690
$471K 0.03%
+41,020
691
$469K 0.03%
+15,943
692
$469K 0.03%
+6,058
693
$468K 0.03%
+11,167
694
$467K 0.03%
18,305
+5,517
695
$466K 0.03%
24,696
-58,586
696
$465K 0.03%
+12,226
697
$465K 0.03%
+20,678
698
$464K 0.03%
5,982
-6,484
699
$461K 0.03%
+4,525
700
$460K 0.03%
10,968
-4,427
26 27
28
29 30