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
501
$1.01M 0.06%
9,891
+221
502
$1.01M 0.06%
13,573
+297
503
$1M 0.06%
14,032
-508
504
$1M 0.06%
5,128
+228
505
$997K 0.06%
59,693
-1,764
506
$996K 0.06%
4,494
-1,606
507
$995K 0.06%
17,301
-1,305
508
$992K 0.06%
12,259
+1,768
509
$992K 0.06%
48,435
+2,885
510
$990K 0.06%
26,747
+21,714
511
$990K 0.06%
+3,828
512
$988K 0.06%
7,674
-419
513
$986K 0.06%
7,706
-4,889
514
$983K 0.06%
14,841
+3,632
515
$980K 0.05%
37,983
-13,394
516
$980K 0.05%
12,172
+5,038
517
$978K 0.05%
24,174
-8,333
518
$978K 0.05%
12,085
+950
519
$972K 0.05%
16,675
-5,049
520
$971K 0.05%
17,350
+645
521
$970K 0.05%
26,457
+3,939
522
$968K 0.05%
60,239
-16,422
523
$966K 0.05%
+2,048
524
$964K 0.05%
12,158
+2,477
525
$962K 0.05%
30,379
-7,795
19 20
21
22 23