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
151
$2.55M 0.15%
5,164
+1,101
152
$2.54M 0.15%
51,488
+9,985
153
$2.53M 0.15%
117,206
+55,143
154
$2.51M 0.15%
18,728
+4,752
155
$2.51M 0.15%
17,896
-15,444
156
$2.5M 0.15%
32,595
+12,351
157
$2.48M 0.15%
3,931
+209
158
$2.46M 0.15%
38,884
-152,074
159
$2.46M 0.15%
47,286
-16,739
160
$2.45M 0.15%
99,762
+17,379
161
$2.44M 0.15%
8,347
-4,607
162
$2.43M 0.15%
30,184
+9,665
163
$2.43M 0.15%
201,994
+49,899
164
$2.42M 0.15%
36,099
+6,507
165
$2.42M 0.15%
41,037
+13,543
166
$2.41M 0.15%
22,812
+8,822
167
$2.4M 0.15%
40,409
+17,290
168
$2.4M 0.15%
35,138
+18,646
169
$2.4M 0.15%
8,214
+6,966
170
$2.38M 0.14%
150,832
-140,939
171
$2.36M 0.14%
28,070
+13,424
172
$2.36M 0.14%
34,697
+9,760
173
$2.36M 0.14%
32,440
-32,880
174
$2.35M 0.14%
137,074
+20,874
175
$2.35M 0.14%
37,238
+25,541
5 6
7
8 9