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
326
$1.17M 0.08%
16,196
-7,848
327
$1.17M 0.08%
22,612
-48,321
328
$1.17M 0.08%
24,740
-58,340
329
$1.17M 0.08%
20,004
-9,313
330
$1.16M 0.08%
5,058
-1,707
331
$1.16M 0.08%
24,538
-26,260
332
$1.16M 0.08%
15,116
-28,875
333
$1.16M 0.08%
5,110
-12,782
334
$1.16M 0.08%
45,213
-55,767
335
$1.16M 0.08%
11,319
-19,618
336
$1.16M 0.08%
38,325
-162,060
337
$1.16M 0.08%
2,311
-5,754
338
$1.15M 0.08%
28,215
-87,676
339
$1.15M 0.08%
13,180
-97,699
340
$1.14M 0.08%
50,833
-87,728
341
$1.14M 0.08%
8,151
-21,679
342
$1.14M 0.08%
39,096
-141,488
343
$1.14M 0.08%
681
-2,393
344
$1.14M 0.08%
15,715
-15,819
345
$1.13M 0.08%
31,550
-28,372
346
$1.13M 0.08%
24,360
-43,197
347
$1.12M 0.08%
49,504
-115,779
348
$1.12M 0.08%
34,669
-75,974
349
$1.11M 0.08%
8,255
-19,415
350
$1.1M 0.08%
8,039
+3,794
12 13
14
15 16