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
351
$1.36M 0.08%
18,826
+1,592
352
$1.36M 0.08%
15,443
-243
353
$1.35M 0.08%
26,112
-19,660
354
$1.35M 0.08%
63,985
-4,045
355
$1.35M 0.08%
77,664
-41,119
356
$1.35M 0.08%
27,252
+5,699
357
$1.34M 0.08%
2,980
-1,007
358
$1.34M 0.08%
79,954
+3,627
359
$1.33M 0.07%
57,295
-18,965
360
$1.33M 0.07%
41,096
+5,706
361
$1.33M 0.07%
16,292
+278
362
$1.33M 0.07%
7,023
-1,095
363
$1.32M 0.07%
23,119
-2,790
364
$1.32M 0.07%
17,512
-577
365
$1.32M 0.07%
6,716
-1,643
366
$1.31M 0.07%
11,626
-2,250
367
$1.31M 0.07%
34,098
+2,323
368
$1.31M 0.07%
27,894
-1,237
369
$1.31M 0.07%
16,703
+12,738
370
$1.31M 0.07%
30,994
+842
371
$1.3M 0.07%
10,619
+2,566
372
$1.3M 0.07%
51,285
+22,376
373
$1.3M 0.07%
6,909
+3,220
374
$1.29M 0.07%
30,086
+7,277
375
$1.29M 0.07%
18,379
-4,459
13 14
15
16 17