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
276
$943K 0.06%
113,650
+3,101
277
$943K 0.06%
7,621
+115
278
$941K 0.06%
11,283
-1,273
279
$940K 0.06%
19,783
-18,411
280
$938K 0.06%
19,335
+174
281
$938K 0.06%
+3,836
282
$937K 0.06%
2,431
+482
283
$936K 0.06%
13,342
+3,539
284
$936K 0.06%
17,067
+9,865
285
$933K 0.06%
17,063
+29
286
$933K 0.06%
21,524
-294
287
$932K 0.06%
86,880
+11,070
288
$932K 0.06%
277,254
+73,010
289
$929K 0.06%
86,522
+19,792
290
$928K 0.06%
17,909
+162
291
$927K 0.06%
26,137
+1,605
292
$925K 0.06%
82,403
+7,025
293
$925K 0.06%
36,577
+10,469
294
$924K 0.06%
43,008
+13,338
295
$924K 0.06%
15,021
+1,416
296
$922K 0.06%
+17,427
297
$921K 0.06%
27,771
+2,928
298
$920K 0.06%
24,906
+1,147
299
$920K 0.06%
70,249
+8,395
300
$919K 0.06%
49,811
+15,186
10 11
12
13 14