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
376
$1.06M 0.08%
11,311
-11,870
377
$1.06M 0.08%
53,020
-84,029
378
$1.06M 0.08%
16,936
-14,640
379
$1.06M 0.08%
22,327
-20,234
380
$1.06M 0.08%
+59,042
381
$1.06M 0.08%
59,394
-50,658
382
$1.06M 0.08%
9,136
-13,095
383
$1.05M 0.08%
30,554
-100,361
384
$1.05M 0.08%
+12,486
385
$1.05M 0.08%
12,729
-37,759
386
$1.05M 0.08%
24,471
-100,127
387
$1.05M 0.08%
80,779
-189,883
388
$1.05M 0.08%
20,908
-56,201
389
$1.05M 0.08%
23,953
-61,796
390
$1.04M 0.08%
13,394
-21,280
391
$1.04M 0.08%
58,234
-286,900
392
$1.04M 0.08%
24,082
-29,972
393
$1.04M 0.08%
15,938
-53,517
394
$1.04M 0.08%
12,990
-6,250
395
$1.04M 0.08%
5,046
-10,981
396
$1.04M 0.08%
7,071
-18,876
397
$1.03M 0.07%
40,379
-99,296
398
$1.03M 0.07%
90,657
-194,651
399
$1.03M 0.07%
8,882
-18,650
400
$1.03M 0.07%
10,343
-13,370
14 15
16
17 18