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
901
$238K 0.01%
1,746
-450
902
$237K 0.01%
+1,925
903
$237K 0.01%
+1,927
904
$235K 0.01%
+14,233
905
$235K 0.01%
+24,509
906
$234K 0.01%
25,000
907
$232K 0.01%
410
-7,773
908
$231K 0.01%
4,729
-694
909
$231K 0.01%
+1,561
910
$230K 0.01%
10,163
-7,675
911
$228K 0.01%
9,171
-464
912
$228K 0.01%
+2,915
913
$228K 0.01%
1,555
-3,159
914
$227K 0.01%
+3,240
915
$227K 0.01%
+36,550
916
$227K 0.01%
4,442
-9,461
917
$226K 0.01%
+1,881
918
$226K 0.01%
+13,874
919
$225K 0.01%
8,990
-16,244
920
$222K 0.01%
+5,686
921
$221K 0.01%
13,253
-1,767
922
$221K 0.01%
6,603
-19,799
923
$221K 0.01%
3,683
-86
924
$219K 0.01%
4,830
-24,258
925
$217K 0.01%
35,422
-13,051
35 36
37
38 39