WG

Winton Group Portfolio holdings

AUM $2.67B
1-Year Est. Return 29.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.84%
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
1001
– –
-24,819
1002
– –
-19,111
1003
– –
-2,765
1004
– –
-12,583
1005
– –
-61,366
1006
– –
-39,673
1007
– –
-6,509
1008
– –
-6,664
1009
– –
-33,713
1010
– –
-13,817
1011
– –
-12,517
1012
– –
-25,119
1013
– –
-9,354
1014
– –
-17,462
1015
– –
-11,487
1016
– –
-1,210
1017
– –
-7,788
1018
– –
-13,350
1019
– –
-30,353
1020
– –
-5,567
1021
– –
-39,488
1022
– –
-11,809
1023
– –
-4,366
1024
– –
-23,115
1025
– –
-11,888
39 40
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