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
251
$1.36M 0.1%
40,019
-66,404
252
$1.36M 0.1%
9,757
-18,653
253
$1.35M 0.1%
24,067
-37,490
254
$1.35M 0.1%
40,271
-22,713
255
$1.35M 0.1%
58,666
-102,178
256
$1.35M 0.1%
20,706
-13,412
257
$1.34M 0.1%
14,010
-19,923
258
$1.34M 0.1%
31,566
-70,827
259
$1.33M 0.1%
13,311
-25,389
260
$1.33M 0.1%
6,284
-8,498
261
$1.33M 0.1%
9,712
+1,996
262
$1.33M 0.1%
125,009
-304,758
263
$1.33M 0.1%
5,878
-12,214
264
$1.32M 0.1%
30,663
-57,749
265
$1.32M 0.1%
36,029
-32,760
266
$1.32M 0.1%
22,556
-46,320
267
$1.32M 0.1%
+8,819
268
$1.32M 0.1%
593
-1,768
269
$1.32M 0.1%
23,336
-115,393
270
$1.31M 0.09%
44,122
-29,354
271
$1.31M 0.09%
+8,459
272
$1.31M 0.09%
10,768
-27,586
273
$1.31M 0.09%
9,883
-28,285
274
$1.31M 0.09%
50,641
-53,285
275
$1.3M 0.09%
13,257
-20,791
9 10
11
12 13