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
201
$1.21M 0.08%
184,312
+14,310
202
$1.19M 0.08%
73,471
+11,328
203
$1.19M 0.08%
11,049
+314
204
$1.18M 0.08%
84,101
-11,456
205
$1.18M 0.08%
16,906
-521
206
$1.18M 0.08%
59,269
-5,126
207
$1.18M 0.08%
4,503
+1,882
208
$1.18M 0.08%
18,634
+7,742
209
$1.17M 0.08%
52,068
-1,388
210
$1.17M 0.08%
+25,983
211
$1.16M 0.08%
5,550
-239
212
$1.16M 0.08%
12,296
-1,383
213
$1.16M 0.08%
23,915
+1,681
214
$1.16M 0.08%
18,420
-2,448
215
$1.16M 0.08%
29,247
+187
216
$1.16M 0.08%
11,922
-4,186
217
$1.16M 0.08%
6,219
-16,746
218
$1.16M 0.08%
31,746
-2,836
219
$1.15M 0.08%
15,299
-331
220
$1.14M 0.08%
35,807
-2,425
221
$1.14M 0.08%
78,330
+3,651
222
$1.14M 0.08%
158,190
+48,958
223
$1.13M 0.08%
25,597
-2,095
224
$1.13M 0.08%
30,468
+7,270
225
$1.13M 0.08%
19,895
+358
7 8
9
10 11