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
476
$1.05M 0.06%
53,331
-2,031
477
$1.05M 0.06%
44,373
+9,238
478
$1.04M 0.06%
11,853
-3,586
479
$1.04M 0.06%
105,945
+11,228
480
$1.04M 0.06%
6,185
-2,157
481
$1.04M 0.06%
10,133
-2,143
482
$1.04M 0.06%
29,282
+8,943
483
$1.03M 0.06%
31,697
-394
484
$1.03M 0.06%
13,170
+7,721
485
$1.03M 0.06%
45,230
-14,098
486
$1.03M 0.06%
13,290
-4,213
487
$1.03M 0.06%
22,262
+7,313
488
$1.03M 0.06%
124,092
+7,990
489
$1.03M 0.06%
18,581
+2,164
490
$1.03M 0.06%
5,136
+3,410
491
$1.02M 0.06%
39,048
-288
492
$1.02M 0.06%
+5,869
493
$1.02M 0.06%
3,985
+1,744
494
$1.02M 0.06%
22,460
+480
495
$1.02M 0.06%
3,922
-960
496
$1.01M 0.06%
9,157
+226
497
$1.01M 0.06%
23,082
+195
498
$1.01M 0.06%
25,119
+9,906
499
$1.01M 0.06%
10,400
+1,343
500
$1.01M 0.06%
46,613
-5,937
18 19
20
21 22