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
301
$1.23M 0.09%
11,562
-19,359
302
$1.23M 0.09%
95,354
-14,064
303
$1.23M 0.09%
35,827
-58,042
304
$1.23M 0.09%
38,500
-123,024
305
$1.22M 0.09%
10,075
-2,046
306
$1.22M 0.09%
40,965
-112,065
307
$1.21M 0.09%
60,395
-111,618
308
$1.21M 0.09%
108,695
-85,067
309
$1.21M 0.09%
9,933
-22,436
310
$1.21M 0.09%
24,347
-29,383
311
$1.21M 0.09%
13,862
-12,997
312
$1.21M 0.09%
6,975
-27,265
313
$1.21M 0.09%
47,251
-131,438
314
$1.2M 0.09%
18,102
-21,412
315
$1.2M 0.09%
39,105
-71,041
316
$1.2M 0.09%
19,003
-15,133
317
$1.2M 0.09%
37,764
-84,217
318
$1.19M 0.09%
3,200
-17,002
319
$1.19M 0.09%
33,658
-25,924
320
$1.18M 0.09%
10,779
-26,455
321
$1.18M 0.09%
12,869
-7,727
322
$1.18M 0.09%
91,630
-114,913
323
$1.18M 0.08%
34,882
-79,781
324
$1.17M 0.08%
34,723
-77,775
325
$1.17M 0.08%
66,880
-90,766
11 12
13
14 15