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
426
$960K 0.07%
96,133
-350,170
427
$959K 0.07%
14,292
-25,360
428
$956K 0.07%
46,197
-60,208
429
$952K 0.07%
3,740
+240
430
$950K 0.07%
17,536
-21,443
431
$949K 0.07%
47,185
-50,070
432
$946K 0.07%
29,394
-37,733
433
$943K 0.07%
6,229
-11,957
434
$942K 0.07%
13,814
-11,564
435
$941K 0.07%
11,316
-20,968
436
$941K 0.07%
14,944
-25,150
437
$940K 0.07%
3,594
-17,566
438
$940K 0.07%
5,511
-27,895
439
$939K 0.07%
10,441
-34,260
440
$939K 0.07%
16,514
-54,640
441
$937K 0.07%
10,174
-17,265
442
$935K 0.07%
41,278
-84,157
443
$935K 0.07%
17,612
-8,645
444
$935K 0.07%
18,322
-42,440
445
$934K 0.07%
10,791
-39,886
446
$933K 0.07%
6,654
-6,476
447
$932K 0.07%
19,942
-39,555
448
$932K 0.07%
8,742
-15,562
449
$931K 0.07%
+2,058
450
$931K 0.07%
9,078
-26,330
16 17
18
19 20