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
401
$1.22M 0.07%
18,441
+4,483
402
$1.21M 0.07%
27,519
-773
403
$1.21M 0.07%
15,303
+2,108
404
$1.21M 0.07%
28,187
-18,554
405
$1.21M 0.07%
107,231
+24,768
406
$1.21M 0.07%
24,512
-2,564
407
$1.21M 0.07%
64,016
-1,739
408
$1.21M 0.07%
70,292
-11,286
409
$1.2M 0.07%
79,577
+52,174
410
$1.2M 0.07%
33,771
-1,132
411
$1.2M 0.07%
20,067
-4,519
412
$1.19M 0.07%
42,757
-10,417
413
$1.19M 0.07%
5,692
-694
414
$1.19M 0.07%
48,422
-5,847
415
$1.19M 0.07%
17,218
-1,968
416
$1.18M 0.07%
9,772
+5,624
417
$1.18M 0.07%
23,674
+102
418
$1.18M 0.07%
+4,366
419
$1.18M 0.07%
22,834
-2,446
420
$1.18M 0.07%
8,927
-8,462
421
$1.18M 0.07%
63,020
+7,508
422
$1.18M 0.07%
8,967
-402
423
$1.18M 0.07%
29,088
-23,862
424
$1.18M 0.07%
+4,080
425
$1.17M 0.07%
14,646
-561
15 16
17
18 19