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
451
$1.11M 0.06%
39,275
+9,984
452
$1.11M 0.06%
9,764
-632
453
$1.11M 0.06%
25,994
+5,135
454
$1.1M 0.06%
9,921
+1,573
455
$1.1M 0.06%
9,868
-1,998
456
$1.09M 0.06%
+4,738
457
$1.09M 0.06%
5,683
+74
458
$1.09M 0.06%
9,128
-5,155
459
$1.09M 0.06%
7,312
+3,600
460
$1.08M 0.06%
111,107
-6,733
461
$1.08M 0.06%
22,067
-17,859
462
$1.08M 0.06%
22,062
-6,410
463
$1.08M 0.06%
445,440
-18,096
464
$1.08M 0.06%
20,917
+5,335
465
$1.07M 0.06%
+42,406
466
$1.07M 0.06%
68,108
-13,721
467
$1.07M 0.06%
15,988
+4,995
468
$1.07M 0.06%
13,133
+4,061
469
$1.07M 0.06%
28,883
-1,245
470
$1.06M 0.06%
2,503
+1,987
471
$1.06M 0.06%
5,044
+3,215
472
$1.06M 0.06%
85,567
-14,029
473
$1.06M 0.06%
42,328
+17,787
474
$1.06M 0.06%
30,778
+9,092
475
$1.05M 0.06%
+4,806
17 18
19
20 21