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
$1.39B
AUM Growth
-$1.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,625
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$7.81M
3
+$6.17M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$5.09M
5
SF icon
Stifel
SF
+$4.52M

Top Sells

1
+$20M
2
+$14.4M
3
+$14.4M
4
KMB icon
Kimberly-Clark
KMB
+$12M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$11.2M

Sector Composition

1 Financials 16.52%
2 Consumer Discretionary 13.29%
3 Healthcare 12.02%
4 Industrials 11.36%
5 Technology 11.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.46M 0.11%
34,368
-76,276
227
$1.45M 0.1%
59,854
-114,905
228
$1.45M 0.1%
6,596
-14,216
229
$1.44M 0.1%
65,847
+16,866
230
$1.44M 0.1%
33,191
-61,355
231
$1.43M 0.1%
23,706
-47,945
232
$1.42M 0.1%
38,747
-33,026
233
$1.42M 0.1%
46,232
-63,820
234
$1.41M 0.1%
21,068
-32,030
235
$1.41M 0.1%
15,489
-33,981
236
$1.4M 0.1%
39,661
-76,848
237
$1.4M 0.1%
74,076
-164,749
238
$1.4M 0.1%
5,130
-9,144
239
$1.39M 0.1%
7,970
-13,235
240
$1.39M 0.1%
9,654
-4,333
241
$1.39M 0.1%
13,316
-26,916
242
$1.39M 0.1%
5,690
+2,276
243
$1.38M 0.1%
45,629
-26,538
244
$1.38M 0.1%
16,342
-43,397
245
$1.37M 0.1%
25,424
-49,726
246
$1.37M 0.1%
30,959
-90,341
247
$1.37M 0.1%
83,642
-243,381
248
$1.37M 0.1%
27,859
-74,967
249
$1.36M 0.1%
31,273
-16,037
250
$1.36M 0.1%
76,950
-211,619
8 9
10
11 12