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
301
$1.52M 0.09%
18,502
-1,370
302
$1.52M 0.08%
46,108
-16,096
303
$1.51M 0.08%
16,977
+805
304
$1.51M 0.08%
53,121
-57,250
305
$1.51M 0.08%
6,074
-865
306
$1.51M 0.08%
88,672
+2,952
307
$1.5M 0.08%
115,721
+10,680
308
$1.5M 0.08%
74,089
+14,581
309
$1.5M 0.08%
13,754
+4,221
310
$1.5M 0.08%
+64,401
311
$1.49M 0.08%
20,244
+6,760
312
$1.49M 0.08%
17,406
-798
313
$1.49M 0.08%
19,294
-3,673
314
$1.49M 0.08%
5,625
-1,350
315
$1.48M 0.08%
28,217
+1,004
316
$1.48M 0.08%
83,282
+20,693
317
$1.48M 0.08%
5,023
+509
318
$1.47M 0.08%
1,866
+982
319
$1.47M 0.08%
+10,312
320
$1.46M 0.08%
12,283
-1,585
321
$1.45M 0.08%
27,494
+96
322
$1.45M 0.08%
4,784
+832
323
$1.45M 0.08%
39,482
-2,810
324
$1.44M 0.08%
6,189
+566
325
$1.44M 0.08%
7,918
-2,435
11 12
13
14 15