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
751
$388K 0.02%
47,908
-7,338
752
$387K 0.02%
+5,358
753
$386K 0.02%
+27,537
754
$385K 0.02%
+8,474
755
$381K 0.02%
20,067
-116,352
756
$380K 0.02%
6,267
-15,360
757
$380K 0.02%
+14,329
758
$379K 0.02%
3,009
-11,177
759
$379K 0.02%
576
-2,896
760
$378K 0.02%
+2,076
761
$378K 0.02%
57,391
+25,776
762
$376K 0.02%
+10,614
763
$375K 0.02%
13,940
-27,926
764
$374K 0.02%
8,100
-25,847
765
$373K 0.02%
959
-7,595
766
$373K 0.02%
+14,903
767
$371K 0.02%
6,466
-16,368
768
$369K 0.02%
3,456
-7,737
769
$368K 0.02%
9,134
-6,574
770
$367K 0.02%
3,382
-2,638
771
$367K 0.02%
5,901
-11,399
772
$366K 0.02%
24,559
-5,453
773
$360K 0.02%
+10,993
774
$360K 0.02%
+22,347
775
$358K 0.02%
9,068
-1,281
29 30
31
32 33