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
326
$1.44M 0.08%
20,519
-1,230
327
$1.43M 0.08%
+8,081
328
$1.43M 0.08%
8,724
-1,736
329
$1.43M 0.08%
67,728
-6,576
330
$1.43M 0.08%
7,300
+257
331
$1.42M 0.08%
39,488
+18,787
332
$1.42M 0.08%
8,274
-115
333
$1.42M 0.08%
3,259
-82
334
$1.41M 0.08%
66,361
+21,679
335
$1.41M 0.08%
30,512
+10,947
336
$1.41M 0.08%
30,502
+10,214
337
$1.41M 0.08%
103,850
+12,635
338
$1.41M 0.08%
15,387
-5,268
339
$1.4M 0.08%
6,717
+1,172
340
$1.4M 0.08%
71,356
-2,127
341
$1.4M 0.08%
22,908
+5,062
342
$1.4M 0.08%
18,055
+6,098
343
$1.39M 0.08%
9,186
-6,595
344
$1.38M 0.08%
30,199
-5,641
345
$1.38M 0.08%
21,627
-3,676
346
$1.38M 0.08%
22,968
-2,629
347
$1.38M 0.08%
44,190
-6,739
348
$1.38M 0.08%
32,468
-8,237
349
$1.37M 0.08%
172,770
-46,829
350
$1.37M 0.08%
17,350
-4,357
12 13
14
15 16