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
101
$3.53M 0.25%
+57,033
102
$3.51M 0.25%
+141,804
103
$3.51M 0.25%
+165,618
104
$3.49M 0.24%
8,619
+4,255
105
$3.49M 0.24%
+7,508
106
$3.49M 0.24%
+46,236
107
$3.46M 0.24%
9,783
+6,562
108
$3.44M 0.24%
112,492
-5,805
109
$3.42M 0.24%
+12,150
110
$3.4M 0.24%
11,417
+2,955
111
$3.37M 0.24%
20,340
+17,364
112
$3.36M 0.24%
+30,860
113
$3.31M 0.23%
+39,525
114
$3.28M 0.23%
64,482
-52,985
115
$3.26M 0.23%
+314,982
116
$3.24M 0.23%
86,384
+49,862
117
$3.1M 0.22%
17,071
+4,965
118
$3.06M 0.21%
67,826
+62,598
119
$3.03M 0.21%
5,298
-6,400
120
$2.96M 0.21%
102,054
+12,561
121
$2.85M 0.2%
+34,072
122
$2.84M 0.2%
+25,959
123
$2.84M 0.2%
+36,385
124
$2.81M 0.2%
+314,830
125
$2.73M 0.19%
+10,987
3 4
5
6 7