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
276
$1.64M 0.09%
32,283
+1,865
277
$1.64M 0.09%
11,482
-4,014
278
$1.63M 0.09%
68,900
+3,953
279
$1.63M 0.09%
29,592
-7,664
280
$1.62M 0.09%
+37,714
281
$1.62M 0.09%
17,813
-4,474
282
$1.61M 0.09%
9,429
+2,012
283
$1.61M 0.09%
40,158
+11,871
284
$1.61M 0.09%
64,344
+10,222
285
$1.61M 0.09%
5,904
-3,081
286
$1.61M 0.09%
4,937
+2,937
287
$1.6M 0.09%
12,459
+717
288
$1.6M 0.09%
13,545
+1,761
289
$1.58M 0.09%
10,830
-1,426
290
$1.57M 0.09%
32,563
+1,228
291
$1.57M 0.09%
53,250
-53,793
292
$1.56M 0.09%
69,205
+32,905
293
$1.56M 0.09%
8,453
-1,911
294
$1.56M 0.09%
7,316
+34
295
$1.55M 0.09%
16,881
-3,840
296
$1.54M 0.09%
31,968
-10,971
297
$1.53M 0.09%
17,300
+694
298
$1.53M 0.09%
29,951
+9,597
299
$1.53M 0.09%
25,081
+169
300
$1.52M 0.09%
2,446
+1,629
10 11
12
13 14