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
101
$3.17M 0.19%
6,850
+4,877
102
$3.16M 0.19%
86,171
+28,102
103
$3.11M 0.19%
+16,502
104
$3.1M 0.19%
+26,443
105
$3.06M 0.19%
5,409
+2,150
106
$3.02M 0.18%
29,851
+6,836
107
$3.01M 0.18%
131,672
-178,262
108
$2.98M 0.18%
45,016
-863
109
$2.98M 0.18%
7,198
-12,090
110
$2.98M 0.18%
48,170
-6,880
111
$2.97M 0.18%
21,415
+17,860
112
$2.96M 0.18%
61,920
+9,745
113
$2.87M 0.17%
61,122
-11,818
114
$2.84M 0.17%
50,519
+10,005
115
$2.81M 0.17%
94,779
+23,525
116
$2.79M 0.17%
15,602
+1,672
117
$2.79M 0.17%
193,487
+67,696
118
$2.79M 0.17%
7,916
+5,972
119
$2.78M 0.17%
+84,846
120
$2.77M 0.17%
10,704
+6,451
121
$2.76M 0.17%
16,108
+4,651
122
$2.75M 0.17%
25,076
+13,932
123
$2.73M 0.17%
6,633
-9,742
124
$2.73M 0.17%
9,167
+3,997
125
$2.73M 0.17%
11,789
-45,529
3 4
5
6 7