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
501
$271K 0.02%
+6,600
502
$270K 0.02%
2,527
-887
503
$269K 0.02%
+4,372
504
$267K 0.02%
+18,479
505
$266K 0.02%
2,629
-8,950
506
$265K 0.02%
+10,238
507
$264K 0.02%
+9,615
508
$262K 0.02%
22,106
-41,452
509
$257K 0.02%
+1,990
510
$253K 0.02%
2,954
-16,357
511
$251K 0.02%
46,709
+16,969
512
$247K 0.02%
661
-7,583
513
$245K 0.02%
8,066
+41
514
$245K 0.02%
3,630
-14,344
515
$244K 0.02%
+10,560
516
$241K 0.02%
+9,517
517
$237K 0.02%
7,875
-12,263
518
$235K 0.02%
+10,782
519
$229K 0.02%
+19,005
520
$228K 0.02%
+447
521
$227K 0.02%
+11,753
522
$225K 0.02%
+3,787
523
$221K 0.01%
1,035
-2,476
524
$220K 0.01%
+18,467
525
$220K 0.01%
1,431
-26,428
19 20
21
22 23