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
1551
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-27,195
1552
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1553
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-8,556
1554
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-40,662
1555
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1556
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-3,004
1557
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-218,838
1558
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-208,571
1559
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-2,041
1560
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-16,330
1561
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-10,633
1562
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-25,688
1563
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-76,059
1564
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-2,911
1565
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-7,480
1566
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-15,751
1567
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-7,058
1568
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-1,649
1569
– –
-17,462
1570
– –
-11,487
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