WG

Winton Group Portfolio holdings

AUM $2.67B
1-Year Est. Return 29.84%
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 13.32%
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
1326
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-4,307
1327
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-7,010
1328
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-9,073
1329
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-2,827
1330
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1331
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-12,475
1332
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-10,429
1333
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-39,228
1334
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-4,783
1335
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-26,111
1336
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-46,753
1337
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-31,233
1338
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-9,539
1339
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-3,423
1340
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-96,501
1341
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-16,221
1342
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-9,551
1343
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-818
1344
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-4,807
1345
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-4,092
1346
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-4,956
1347
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-7,507
1348
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-20,555
1349
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-14,016
1350
– –
-18,780
52 53
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