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
$1.78B
AUM Growth
-$77.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,540
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$12.4M
3
+$11.9M
4
AIG icon
American International
AIG
+$11.4M
5
RJF icon
Raymond James Financial
RJF
+$11.1M

Top Sells

1
+$43.7M
2
+$37.4M
3
+$26.1M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$22.6M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$18M

Sector Composition

1 Financials 20.75%
2 Technology 13.24%
3 Consumer Discretionary 12.39%
4 Healthcare 11.67%
5 Industrials 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.82M 0.1%
116,200
+7,217
227
$1.8M 0.1%
25,517
-3,316
228
$1.79M 0.1%
12,918
+7,488
229
$1.79M 0.1%
33,943
+2,362
230
$1.79M 0.1%
13,797
-1,109
231
$1.79M 0.1%
12,371
+8,573
232
$1.78M 0.1%
16,629
+4,709
233
$1.78M 0.1%
+33,881
234
$1.78M 0.1%
3,985
+1,602
235
$1.78M 0.1%
14,111
-736
236
$1.77M 0.1%
25,048
+2,260
237
$1.77M 0.1%
38,190
+8,867
238
$1.77M 0.1%
7,063
+984
239
$1.77M 0.1%
12,312
-1,553
240
$1.76M 0.1%
152,095
+13,964
241
$1.76M 0.1%
14,346
+1,570
242
$1.76M 0.1%
96,286
+23,562
243
$1.76M 0.1%
16,789
+3,228
244
$1.76M 0.1%
27,357
-2,641
245
$1.76M 0.1%
24,388
+3,659
246
$1.75M 0.1%
41,347
+2,594
247
$1.75M 0.1%
42,435
-319
248
$1.75M 0.1%
81,209
+4,363
249
$1.75M 0.1%
47,585
+3,935
250
$1.74M 0.1%
22,466
-1,350
8 9
10
11 12