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
126
$2.67M 0.19%
+3,245
127
$2.65M 0.19%
46,390
-10,895
128
$2.55M 0.18%
10,940
+9,439
129
$2.54M 0.18%
+50,888
130
$2.54M 0.18%
+31,499
131
$2.52M 0.18%
4,862
-1,474
132
$2.47M 0.17%
21,100
-5,930
133
$2.46M 0.17%
+48,958
134
$2.46M 0.17%
+5,226
135
$2.41M 0.17%
+49,538
136
$2.41M 0.17%
5,357
137
$2.36M 0.17%
+17,381
138
$2.34M 0.16%
+51,805
139
$2.32M 0.16%
52,300
+11,303
140
$2.23M 0.16%
15,945
+9,514
141
$2.23M 0.16%
24,556
-123,600
142
$2.22M 0.16%
+89,651
143
$2.21M 0.15%
9,488
+4,954
144
$2.14M 0.15%
+35,984
145
$1.99M 0.14%
26,529
-435
146
$1.98M 0.14%
17,218
+7,981
147
$1.96M 0.14%
11,521
+1,196
148
$1.87M 0.13%
30,426
+15,294
149
$1.87M 0.13%
4,810
+3,007
150
$1.87M 0.13%
+37,227
4 5
6
7 8