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
476
$882K 0.06%
8,735
-14,329
477
$878K 0.06%
7,791
-6,004
478
$878K 0.06%
16,479
-31,855
479
$875K 0.06%
32,880
-75,820
480
$871K 0.06%
13,070
-42,876
481
$870K 0.06%
11,151
-19,056
482
$869K 0.06%
15,855
-29,946
483
$867K 0.06%
17,097
+755
484
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5,841
-14,530
485
$863K 0.06%
13,826
-72,444
486
$861K 0.06%
32,993
-52,466
487
$860K 0.06%
15,766
-1,723
488
$857K 0.06%
8,162
-10,914
489
$857K 0.06%
6,648
-27,096
490
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17,207
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9,236
-36,020
492
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18,927
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493
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6,998
-9,265
494
$851K 0.06%
12,259
-40,139
495
$851K 0.06%
7,470
-23,121
496
$850K 0.06%
8,152
-17,333
497
$847K 0.06%
+8,646
498
$847K 0.06%
2,373
-10,843
499
$844K 0.06%
25,827
-37,074
500
$843K 0.06%
8,292
-1,009
18 19
20
21 22