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
$1.48B
AUM Growth
+$64.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
778
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$20.4M
3
+$20.3M
4
BK icon
Bank of New York Mellon
BK
+$20.1M
5
IP icon
International Paper
IP
+$19.3M

Top Sells

1
+$55.6M
2
+$34.8M
3
+$26.3M
4
STT icon
State Street
STT
+$25.9M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$24M

Sector Composition

1 Financials 20.71%
2 Consumer Discretionary 17.91%
3 Industrials 15.86%
4 Technology 13.93%
5 Healthcare 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$981K 0.07%
4,551
+8
252
$980K 0.07%
+25,688
253
$980K 0.07%
300,599
+112,316
254
$977K 0.07%
3,221
-696
255
$977K 0.07%
27,039
+4,068
256
$973K 0.07%
91,975
+10,001
257
$973K 0.07%
15,327
-69,507
258
$968K 0.07%
15,826
+142
259
$965K 0.07%
17,099
+2,856
260
$964K 0.07%
23,352
+2,227
261
$963K 0.07%
33,469
+4,685
262
$963K 0.07%
+31,867
263
$962K 0.07%
46,336
+391
264
$960K 0.06%
15,037
+1,183
265
$960K 0.06%
4,833
+8
266
$955K 0.06%
+107,081
267
$955K 0.06%
26,942
+733
268
$955K 0.06%
54,921
+10,942
269
$952K 0.06%
+44,915
270
$951K 0.06%
22,002
+896
271
$950K 0.06%
+13,091
272
$948K 0.06%
6,647
+1,528
273
$946K 0.06%
28,049
+13,861
274
$945K 0.06%
5,400
+117
275
$944K 0.06%
156,234
+267
9 10
11
12 13