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
76
$5.15M 0.36%
122,736
+29,621
77
$5.14M 0.36%
61,386
+55,101
78
$5.07M 0.35%
+139,457
79
$5.06M 0.35%
51,908
+18,344
80
$5.04M 0.35%
+10,195
81
$5.02M 0.35%
+109,701
82
$4.99M 0.35%
+27,764
83
$4.94M 0.35%
+362,891
84
$4.89M 0.34%
+67,924
85
$4.8M 0.34%
56,514
+47,044
86
$4.77M 0.33%
278,993
+8,598
87
$4.7M 0.33%
+92,712
88
$4.55M 0.32%
+149,516
89
$4.32M 0.3%
38,049
+11,135
90
$4.24M 0.3%
+164,899
91
$3.9M 0.27%
70,800
+4,992
92
$3.86M 0.27%
+45,628
93
$3.83M 0.27%
50,775
+3,287
94
$3.8M 0.27%
73,642
+47,142
95
$3.72M 0.26%
13,585
+2,587
96
$3.69M 0.26%
69,428
+46,178
97
$3.69M 0.26%
131,654
-168,601
98
$3.65M 0.26%
56,874
-414
99
$3.58M 0.25%
+34,461
100
$3.56M 0.25%
+115,160
2 3
4
5 6