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
26
$9.68M 0.54%
+76,059
27
$9.38M 0.53%
49,860
+32,016
28
$8.72M 0.49%
65,622
+9,324
29
$8.62M 0.48%
64,460
+9,380
30
$7.99M 0.45%
+27,530
31
$7.84M 0.44%
23,115
+4,346
32
$7.76M 0.43%
23,536
+20,567
33
$7.03M 0.39%
11,520
+152
34
$6.7M 0.38%
309,934
+81,256
35
$6.65M 0.37%
83,045
+80,385
36
$6.59M 0.37%
28,370
+25,802
37
$6.45M 0.36%
148,405
+5,843
38
$6.42M 0.36%
50,451
-177,159
39
$6.29M 0.35%
72,248
+641
40
$6.19M 0.35%
+112,030
41
$6.17M 0.35%
19,288
+559
42
$5.91M 0.33%
16,375
+3,037
43
$5.69M 0.32%
+281,038
44
$5.66M 0.32%
31,053
+6,884
45
$5.43M 0.3%
78,890
-134,764
46
$5.27M 0.3%
25,501
+6,022
47
$5.06M 0.28%
10,609
-575
48
$5.01M 0.28%
158,769
-21,219
49
$5M 0.28%
106,910
+62,438
50
$4.77M 0.27%
70,399
+24,552
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