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
$1.91B
AUM Growth
+$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,209
New
Increased
Reduced
Closed

Top Buys

1
+$38.9M
2
+$26.3M
3
+$17M
4
AMZN icon
Amazon
AMZN
+$16.9M
5
UNP icon
Union Pacific
UNP
+$16.3M

Top Sells

1
+$22.6M
2
+$20.3M
3
+$18.7M
4
CONE
CyrusOne Inc Common Stock
CONE
+$15M
5
RJF icon
Raymond James Financial
RJF
+$14.6M

Sector Composition

1 Financials 20.14%
2 Consumer Discretionary 13.72%
3 Industrials 10.77%
4 Healthcare 9.83%
5 Technology 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.2M 0.59%
+214,946
27
$10.8M 0.57%
108,076
+1,871
28
$10.6M 0.55%
221,099
+206,540
29
$10.2M 0.54%
37,662
+14,214
30
$10.1M 0.53%
499,454
+132,419
31
$10.1M 0.53%
53,805
-18,369
32
$9.52M 0.5%
+169,167
33
$8.94M 0.47%
83,028
-29,574
34
$8.93M 0.47%
259,390
+247,784
35
$8.47M 0.44%
+90,171
36
$8.14M 0.43%
363,244
+310,096
37
$8.1M 0.42%
111,426
+106,697
38
$7.72M 0.4%
60,332
+41,604
39
$7.38M 0.39%
25,864
+16,697
40
$7.35M 0.39%
24,017
-18,230
41
$7.14M 0.37%
155,628
-500
42
$7.08M 0.37%
63,592
+49,979
43
$6.95M 0.36%
+118,333
44
$6.79M 0.36%
132,272
+11,920
45
$6.71M 0.35%
209,789
+115,010
46
$6.71M 0.35%
98,128
+15,458
47
$6.52M 0.34%
78,978
+12,349
48
$6.41M 0.34%
169,255
+37,583
49
$6.15M 0.32%
273,261
+196,796
50
$6.15M 0.32%
23,550
+7,753
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