WG

Winton Group Portfolio holdings

AUM $2.67B
1-Year Est. Return 29.84%
This Quarter Est. Return
1 Year Est. Return
+29.84%
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
State Street Industrial Select Sector SPDR ETF
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
301
$918K 0.06%
15,982
+2,937
302
$918K 0.06%
32,915
+3,224
303
$918K 0.06%
+20,905
304
$917K 0.06%
6,024
+543
305
$917K 0.06%
16,029
+1,286
306
$917K 0.06%
24,816
-78,651
307
$916K 0.06%
17,207
-20,133
308
$916K 0.06%
29,060
+1,213
309
$915K 0.06%
4,534
+1,908
310
$915K 0.06%
10,212
+5,509
311
$915K 0.06%
40,126
-650
312
$913K 0.06%
10,892
+9,760
313
$911K 0.06%
+4,961
314
$907K 0.06%
4,411
+1,119
315
$906K 0.06%
34,940
+9,931
316
$904K 0.06%
9,705
+5,177
317
$904K 0.06%
26,120
+14,471
318
$903K 0.06%
61,316
+16,797
319
$903K 0.06%
93,486
+73,216
320
$902K 0.06%
+85,297
321
$901K 0.06%
59,137
+1,872
322
$900K 0.06%
+23,429
323
$900K 0.06%
3,208
+310
324
$900K 0.06%
12,038
+9,243
325
$899K 0.06%
40,661
+16,442
11 12
13
14 15