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
501
$843K 0.06%
12,584
-10,985
502
$841K 0.06%
7,741
-23,384
503
$840K 0.06%
+4,324
504
$836K 0.06%
78,718
-172,209
505
$836K 0.06%
88,882
-65,182
506
$835K 0.06%
46,114
-41,690
507
$835K 0.06%
8,440
-23,179
508
$832K 0.06%
27,726
-52,906
509
$832K 0.06%
20,642
-19,649
510
$830K 0.06%
6,393
-21,554
511
$824K 0.06%
7,943
-20,311
512
$824K 0.06%
6,441
-11,277
513
$818K 0.06%
16,441
-8,087
514
$818K 0.06%
15,651
-83,936
515
$815K 0.06%
19,366
-24,536
516
$815K 0.06%
4,658
-15,132
517
$814K 0.06%
5,902
-4,754
518
$814K 0.06%
7,497
-12,247
519
$814K 0.06%
49,927
-161,781
520
$812K 0.06%
37,031
-95,401
521
$811K 0.06%
21,593
-23,870
522
$811K 0.06%
29,745
-63,952
523
$810K 0.06%
21,316
-17,490
524
$809K 0.06%
10,876
-8,876
525
$807K 0.06%
76,240
-148,792
19 20
21
22 23