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
726
$425K 0.03%
+13,256
727
$420K 0.03%
6,836
-10,514
728
$419K 0.03%
+7,840
729
$418K 0.03%
17,651
-28,892
730
$417K 0.03%
+13,808
731
$417K 0.03%
+5,310
732
$415K 0.03%
+3,428
733
$411K 0.02%
2,427
-907
734
$411K 0.02%
33,231
-7,515
735
$408K 0.02%
18,288
-15,778
736
$407K 0.02%
+3,061
737
$407K 0.02%
34,723
+12,063
738
$406K 0.02%
+16,798
739
$405K 0.02%
+24,680
740
$404K 0.02%
17,077
-20,626
741
$402K 0.02%
6,146
-31,568
742
$400K 0.02%
922
+89
743
$399K 0.02%
22,826
+7,682
744
$399K 0.02%
1,791
-1,596
745
$398K 0.02%
+2,727
746
$397K 0.02%
1,572
-2,922
747
$396K 0.02%
+3,322
748
$394K 0.02%
3,897
-6,503
749
$394K 0.02%
+9,231
750
$390K 0.02%
5,460
-9,381
28 29
30
31 32