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
$1.43B
AUM Growth
-$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
803
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$18.2M
3
+$17M
4
TTEK icon
Tetra Tech
TTEK
+$15.8M
5
FMC icon
FMC
FMC
+$10.7M

Top Sells

1
+$24.1M
2
+$22.7M
3
+$20.6M
4
AIG icon
American International
AIG
+$20.4M
5
CAT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.04M 0.42%
+125,896
52
$6.01M 0.42%
+28,673
53
$6M 0.42%
+167,219
54
$5.97M 0.42%
+95,268
55
$5.94M 0.42%
+50,690
56
$5.93M 0.42%
+17,728
57
$5.92M 0.41%
+108,985
58
$5.87M 0.41%
127,621
-20,512
59
$5.83M 0.41%
+33,848
60
$5.83M 0.41%
26,384
+1,384
61
$5.8M 0.41%
+52,063
62
$5.8M 0.41%
328,587
+258,148
63
$5.8M 0.41%
+135,585
64
$5.78M 0.4%
+70,908
65
$5.74M 0.4%
29,121
+27,020
66
$5.68M 0.4%
+55,183
67
$5.63M 0.39%
69,730
-298,156
68
$5.57M 0.39%
29,517
-2,001
69
$5.47M 0.38%
+162,044
70
$5.43M 0.38%
+32,823
71
$5.4M 0.38%
+136,029
72
$5.36M 0.38%
+128,064
73
$5.35M 0.37%
157,200
+16,176
74
$5.26M 0.37%
86,173
-5,964
75
$5.15M 0.36%
+363,606
1 2
3
4 5