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
26
$3.92M 0.28%
40,319
-75,361
27
$3.75M 0.27%
39,407
-56,503
28
$3.68M 0.27%
26,470
-57,885
29
$3.55M 0.26%
130,038
-307,706
30
$3.42M 0.25%
77,719
-20,366
31
$3.36M 0.24%
15,973
-40,572
32
$3.25M 0.23%
8,471
-15,839
33
$3.24M 0.23%
41,933
-18,951
34
$3.21M 0.23%
26,666
-9
35
$3.19M 0.23%
15,785
-45,151
36
$3.18M 0.23%
70,030
-160,700
37
$3.15M 0.23%
205,868
-205,648
38
$3.1M 0.22%
14,921
-47,797
39
$3.1M 0.22%
352,276
-183,141
40
$3.08M 0.22%
453,347
-993,151
41
$3.03M 0.22%
18,484
-12,192
42
$2.95M 0.21%
11,117
-25,552
43
$2.95M 0.21%
2,946
-5,020
44
$2.89M 0.21%
110,509
-247,769
45
$2.89M 0.21%
17,740
-67,060
46
$2.88M 0.21%
76,342
+21,679
47
$2.85M 0.21%
13,662
-16,093
48
$2.83M 0.2%
11,174
-3,572
49
$2.79M 0.2%
138,604
-202,804
50
$2.75M 0.2%
13,486
-25,603
1
2
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