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
351
$1.1M 0.08%
29,585
-5,729
352
$1.1M 0.08%
4,503
-2,706
353
$1.1M 0.08%
24,622
-287
354
$1.1M 0.08%
62,942
-85,478
355
$1.1M 0.08%
18,528
-14,553
356
$1.09M 0.08%
466,038
-792,022
357
$1.09M 0.08%
4,364
-13,969
358
$1.09M 0.08%
41,238
-69,914
359
$1.09M 0.08%
10,937
-35,925
360
$1.09M 0.08%
28,235
-12,106
361
$1.09M 0.08%
11,007
-16,200
362
$1.09M 0.08%
4,125
-1,356
363
$1.08M 0.08%
9,230
+2,271
364
$1.08M 0.08%
29,736
-64,319
365
$1.08M 0.08%
+20,716
366
$1.08M 0.08%
5,099
-16,482
367
$1.08M 0.08%
6,155
-6,444
368
$1.07M 0.08%
19,266
+5,906
369
$1.07M 0.08%
41,165
-57,650
370
$1.07M 0.08%
+10,022
371
$1.07M 0.08%
8,108
-15,327
372
$1.07M 0.08%
7,074
-30,673
373
$1.07M 0.08%
13,763
-22,188
374
$1.07M 0.08%
9,522
-13,460
375
$1.06M 0.08%
59,795
-121,589
13 14
15
16 17