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
$1.48B
AUM Growth
+$64.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
778
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$20.4M
3
+$20.3M
4
BK icon
Bank of New York Mellon
BK
+$20.1M
5
IP icon
International Paper
IP
+$19.3M

Top Sells

1
+$55.6M
2
+$34.8M
3
+$26.3M
4
STT icon
State Street
STT
+$25.9M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$24M

Sector Composition

1 Financials 20.71%
2 Consumer Discretionary 17.91%
3 Industrials 15.86%
4 Technology 13.93%
5 Healthcare 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$499K 0.03%
10,153
-1,678
427
$484K 0.03%
+6,285
428
$484K 0.03%
+8,761
429
$481K 0.03%
1,119
-9,597
430
$473K 0.03%
+6,517
431
$470K 0.03%
24,298
-7,713
432
$467K 0.03%
+7,315
433
$465K 0.03%
15,000
-10,515
434
$455K 0.03%
103,663
+17,325
435
$450K 0.03%
3,827
-25,534
436
$448K 0.03%
7,830
+2,461
437
$446K 0.03%
10,853
-36,449
438
$443K 0.03%
60,294
-75,732
439
$440K 0.03%
5,646
440
$437K 0.03%
+9,544
441
$434K 0.03%
+2,101
442
$430K 0.03%
+1,935
443
$426K 0.03%
+3,584
444
$425K 0.03%
+2,688
445
$413K 0.03%
+6,581
446
$413K 0.03%
+18,087
447
$412K 0.03%
10,502
-32,279
448
$409K 0.03%
+67,005
449
$409K 0.03%
+4,308
450
$405K 0.03%
+2,022
16 17
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