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
426
$1.17M 0.07%
13,990
-2,165
427
$1.17M 0.07%
35,888
+7,344
428
$1.16M 0.07%
85,156
+22,115
429
$1.16M 0.07%
16,610
-386
430
$1.16M 0.06%
24,164
-1,326
431
$1.16M 0.06%
113,536
+9,555
432
$1.15M 0.06%
62,063
+12,677
433
$1.15M 0.06%
19,170
-6,846
434
$1.15M 0.06%
12,640
-1,043
435
$1.14M 0.06%
20,492
-3,968
436
$1.14M 0.06%
33,947
+5,640
437
$1.14M 0.06%
9,343
-2,490
438
$1.14M 0.06%
14,637
+74
439
$1.13M 0.06%
53,582
+378
440
$1.12M 0.06%
11,466
-3,711
441
$1.12M 0.06%
31,446
+362
442
$1.12M 0.06%
13,577
-23,980
443
$1.12M 0.06%
11,690
+2,334
444
$1.12M 0.06%
29,647
-5,702
445
$1.12M 0.06%
35,911
-9,567
446
$1.12M 0.06%
39,307
-2,280
447
$1.11M 0.06%
26,558
+2,294
448
$1.11M 0.06%
18,680
-2,826
449
$1.11M 0.06%
45,803
+9,118
450
$1.11M 0.06%
58,326
+4,574
16 17
18
19 20