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
$1.43B
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
151
$1.86M 0.13%
14,301
+8,079
152
$1.84M 0.13%
+12,903
153
$1.83M 0.13%
76,283
+16,703
154
$1.74M 0.12%
+8,326
155
$1.69M 0.12%
21,000
+16,020
156
$1.68M 0.12%
47,535
-239,588
157
$1.63M 0.11%
31,175
-9,394
158
$1.62M 0.11%
43,285
+24,301
159
$1.61M 0.11%
+112,535
160
$1.59M 0.11%
50,700
161
$1.52M 0.11%
+30,813
162
$1.52M 0.11%
+8,505
163
$1.5M 0.11%
+29,391
164
$1.5M 0.11%
21,313
+15,125
165
$1.48M 0.1%
+9,311
166
$1.46M 0.1%
+37,369
167
$1.46M 0.1%
+5,319
168
$1.46M 0.1%
18,184
-9,257
169
$1.42M 0.1%
47,828
+26,468
170
$1.41M 0.1%
6,371
+147
171
$1.41M 0.1%
150,592
-102,242
172
$1.4M 0.1%
14,533
+11,579
173
$1.4M 0.1%
21,059
+2,780
174
$1.39M 0.1%
8,308
+6,318
175
$1.36M 0.1%
+12,357
5 6
7
8 9