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
451
$930K 0.07%
14,989
-31,063
452
$927K 0.07%
67,496
-53,810
453
$925K 0.07%
109,461
-364,147
454
$923K 0.07%
18,355
+6,335
455
$923K 0.07%
5,802
-13,662
456
$917K 0.07%
8,593
-12,119
457
$917K 0.07%
28,839
-42,696
458
$913K 0.07%
6,443
-9,717
459
$911K 0.07%
17,135
-42,675
460
$910K 0.07%
13,869
-88,973
461
$907K 0.07%
2,211
-7,235
462
$907K 0.07%
33,780
-30,886
463
$906K 0.07%
15,235
-6,108
464
$904K 0.07%
30,670
-53,915
465
$904K 0.07%
5,168
-9,332
466
$900K 0.07%
67,091
-144,585
467
$898K 0.06%
+17,503
468
$898K 0.06%
10,167
-24,091
469
$892K 0.06%
21,546
-24,846
470
$891K 0.06%
30,606
-48,436
471
$891K 0.06%
18,937
-20,105
472
$890K 0.06%
36,189
-334
473
$884K 0.06%
+11,231
474
$883K 0.06%
5,770
-15,702
475
$882K 0.06%
56,834
-65,594
17 18
19
20 21