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
176
$1.36M 0.1%
5,711
+878
177
$1.36M 0.1%
+24,234
178
$1.36M 0.1%
+43,413
179
$1.36M 0.1%
+6,850
180
$1.36M 0.1%
+13,241
181
$1.33M 0.09%
32,314
-2,906
182
$1.31M 0.09%
+27,925
183
$1.3M 0.09%
11,268
-115
184
$1.29M 0.09%
15,835
-805
185
$1.29M 0.09%
11,866
+857
186
$1.27M 0.09%
42,923
-10,225
187
$1.26M 0.09%
108,686
-21,805
188
$1.26M 0.09%
4,651
+506
189
$1.25M 0.09%
45,003
-12,755
190
$1.25M 0.09%
23,282
-6,216
191
$1.24M 0.09%
11,412
-1,266
192
$1.23M 0.09%
9,983
-1,169
193
$1.23M 0.09%
16,224
-875
194
$1.23M 0.09%
54,688
-11,966
195
$1.22M 0.09%
14,241
-192,548
196
$1.22M 0.09%
12,701
-390
197
$1.21M 0.08%
+8,370
198
$1.21M 0.08%
13,572
-2,410
199
$1.21M 0.08%
+37,693
200
$1.21M 0.08%
53,575
-601
6 7
8
9 10