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
251
$1.74M 0.1%
50,173
+4,483
252
$1.74M 0.1%
10,064
-455
253
$1.73M 0.1%
16,848
-16,820
254
$1.71M 0.1%
41,982
-7,042
255
$1.7M 0.1%
57,508
+4,975
256
$1.7M 0.1%
38,348
+19,108
257
$1.7M 0.1%
29,165
-3,385
258
$1.69M 0.09%
134,112
+60,624
259
$1.69M 0.09%
69,025
+6,089
260
$1.69M 0.09%
40,033
+1,530
261
$1.68M 0.09%
56,674
+13,199
262
$1.67M 0.09%
94,152
+18,913
263
$1.67M 0.09%
5,507
-2,689
264
$1.66M 0.09%
55,277
+716
265
$1.66M 0.09%
23,433
-3,805
266
$1.66M 0.09%
154,250
+61,303
267
$1.66M 0.09%
55,708
+1,832
268
$1.66M 0.09%
4,307
-475
269
$1.65M 0.09%
21,364
+14,212
270
$1.65M 0.09%
+6,196
271
$1.65M 0.09%
71,254
-26,135
272
$1.65M 0.09%
95,332
-28,357
273
$1.65M 0.09%
17,167
-947
274
$1.64M 0.09%
120,648
-2,231
275
$1.64M 0.09%
14,515
+11,605
9 10
11
12 13