WG

Winton Group Portfolio holdings

AUM $2.67B
1-Year Est. Return 29.84%
This Quarter Est. Return
1 Year Est. Return
+29.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.48B
AUM Growth
+$64.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
778
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$20.4M
3
+$20.3M
4
BK icon
Bank of New York Mellon
BK
+$20.1M
5
IP icon
International Paper
IP
+$19.3M

Top Sells

1
+$55.6M
2
+$34.8M
3
+$26.3M
4
STT icon
State Street
STT
+$25.9M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$24M

Sector Composition

1 Financials 20.71%
2 Consumer Discretionary 17.91%
3 Industrials 15.86%
4 Technology 13.93%
5 Healthcare 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$332K 0.02%
+600
477
$330K 0.02%
2,112
-3,718
478
$330K 0.02%
2,359
-19,118
479
$326K 0.02%
2,947
-25,527
480
$319K 0.02%
+5,921
481
$319K 0.02%
+1,068
482
$319K 0.02%
42
-176
483
$318K 0.02%
122,392
+50,117
484
$316K 0.02%
+1,501
485
$316K 0.02%
+14,017
486
$316K 0.02%
22,811
+7,660
487
$314K 0.02%
+4,980
488
$311K 0.02%
+1,554
489
$311K 0.02%
18,713
-97,583
490
$309K 0.02%
+3,667
491
$296K 0.02%
+127,235
492
$296K 0.02%
+47,214
493
$295K 0.02%
+41,257
494
$294K 0.02%
+32,618
495
$285K 0.02%
36,027
-38,484
496
$284K 0.02%
+55,452
497
$282K 0.02%
1,931
-28,715
498
$280K 0.02%
+10,336
499
$278K 0.02%
3,244
-5,405
500
$277K 0.02%
17,528
-25,663
18 19
20
21 22