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
401
$1.03M 0.07%
+14,161
402
$1.03M 0.07%
10,660
-33,944
403
$1.02M 0.07%
24,101
-108,487
404
$1.02M 0.07%
11,000
-33,006
405
$1.02M 0.07%
14,926
-1,609
406
$1.01M 0.07%
69,456
-123,044
407
$1.01M 0.07%
4,356
-4,231
408
$1.01M 0.07%
16,301
-51,420
409
$1M 0.07%
11,650
-27,507
410
$1M 0.07%
33,574
-21,145
411
$995K 0.07%
17,799
-23,386
412
$985K 0.07%
4,649
-13,882
413
$981K 0.07%
87,868
-101,027
414
$981K 0.07%
16,482
-15,209
415
$979K 0.07%
56,335
-58,660
416
$976K 0.07%
+3,572
417
$976K 0.07%
+52,284
418
$971K 0.07%
4,528
-9,079
419
$968K 0.07%
23,876
-45,078
420
$967K 0.07%
5,689
-850
421
$966K 0.07%
73,323
-26,924
422
$966K 0.07%
21,902
-126,741
423
$965K 0.07%
8,932
-39,527
424
$965K 0.07%
67,061
-47,349
425
$964K 0.07%
15,433
-36,556
15 16
17
18 19