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
51
$5.2M 0.32%
+26,098
52
$5.1M 0.31%
56,190
-1,425
53
$4.78M 0.29%
+33,417
54
$4.66M 0.28%
141,265
-17,504
55
$4.66M 0.28%
15,576
+5,212
56
$4.64M 0.28%
18,272
+6,667
57
$4.6M 0.28%
21,454
-9,599
58
$4.54M 0.27%
213,857
+160,526
59
$4.53M 0.27%
32,153
+18,608
60
$4.51M 0.27%
129,000
+41,650
61
$4.5M 0.27%
17,850
+11,575
62
$4.44M 0.27%
99,806
+58,459
63
$4.43M 0.27%
33,189
+8,838
64
$4.33M 0.26%
6,487
+2,306
65
$4.28M 0.26%
88,655
+40,225
66
$4.28M 0.26%
+45,913
67
$4.26M 0.26%
29,440
-35,020
68
$4.21M 0.25%
74,193
+36,810
69
$4.08M 0.25%
66,629
+27,530
70
$4M 0.24%
145,029
+99,226
71
$3.92M 0.24%
130,368
+87,611
72
$3.9M 0.24%
196,692
+58,548
73
$3.81M 0.23%
221,173
+13,785
74
$3.74M 0.23%
14,468
+9,662
75
$3.69M 0.22%
47,784
-31,106
1 2
3
4 5