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
126
$2.73M 0.17%
10,231
-4,408
127
$2.71M 0.16%
10,116
-1,657
128
$2.69M 0.16%
136,639
+7,608
129
$2.69M 0.16%
87,449
-1,436
130
$2.69M 0.16%
8,937
+2,246
131
$2.67M 0.16%
38,490
-34,155
132
$2.67M 0.16%
25,410
+18,508
133
$2.67M 0.16%
+55,474
134
$2.65M 0.16%
104,715
-105,320
135
$2.64M 0.16%
9,788
+272
136
$2.63M 0.16%
75,608
+59,653
137
$2.63M 0.16%
110,321
+63,708
138
$2.62M 0.16%
19,262
+3,563
139
$2.6M 0.16%
100,156
+57,750
140
$2.6M 0.16%
+28,213
141
$2.59M 0.16%
36,700
+17,874
142
$2.59M 0.16%
62,375
+9,307
143
$2.59M 0.16%
173,769
+39,657
144
$2.59M 0.16%
+6,985
145
$2.58M 0.16%
10,991
-8,719
146
$2.58M 0.16%
25,115
+11,151
147
$2.58M 0.16%
35,546
+17,167
148
$2.57M 0.16%
62,827
+47,090
149
$2.57M 0.16%
93,630
+24,730
150
$2.56M 0.16%
16,390
+8,209
4 5
6
7 8