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
276
$1.3M 0.09%
73,296
-91,916
277
$1.3M 0.09%
42,210
-70,831
278
$1.3M 0.09%
98,957
-178,244
279
$1.29M 0.09%
4,724
-10,489
280
$1.29M 0.09%
39,666
-84,935
281
$1.29M 0.09%
9,917
-17,290
282
$1.28M 0.09%
28,702
-49,463
283
$1.28M 0.09%
16,037
-19,051
284
$1.27M 0.09%
8,570
-15,857
285
$1.27M 0.09%
9,636
-31,065
286
$1.27M 0.09%
15,824
-43,267
287
$1.27M 0.09%
5,906
-18,541
288
$1.27M 0.09%
+19,219
289
$1.27M 0.09%
6,325
-24,701
290
$1.25M 0.09%
2,318
-14,154
291
$1.25M 0.09%
44,570
-60,431
292
$1.25M 0.09%
7,548
-13,208
293
$1.25M 0.09%
15,805
-17,945
294
$1.24M 0.09%
20,765
-61,162
295
$1.24M 0.09%
35,463
-66,500
296
$1.24M 0.09%
15,081
-18,872
297
$1.24M 0.09%
+59,270
298
$1.24M 0.09%
8,526
-9,955
299
$1.24M 0.09%
109,033
-108,241
300
$1.23M 0.09%
9,470
-3,173
10 11
12
13 14