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
526
$805K 0.06%
44,598
-108,197
527
$805K 0.06%
34,787
-242,354
528
$805K 0.06%
10,253
-44,595
529
$798K 0.06%
120,287
-147,378
530
$796K 0.06%
27,334
+4,956
531
$795K 0.06%
8,456
-5,278
532
$794K 0.06%
14,641
-9,329
533
$794K 0.06%
13,248
-8,287
534
$793K 0.06%
17,032
-12,412
535
$789K 0.06%
11,375
-15,960
536
$787K 0.06%
28,500
-18,561
537
$786K 0.06%
52,967
-98,137
538
$786K 0.06%
3,312
-9,528
539
$785K 0.06%
14,858
-41,468
540
$783K 0.06%
13,629
-5,228
541
$783K 0.06%
6,693
-4,537
542
$782K 0.06%
24,661
-61,662
543
$780K 0.06%
17,938
-29,751
544
$779K 0.06%
+9,515
545
$777K 0.06%
18,655
-26,899
546
$777K 0.06%
13,084
-28,616
547
$774K 0.06%
4,704
-3,201
548
$774K 0.06%
35,730
-139,037
549
$771K 0.06%
18,314
+2,752
550
$771K 0.06%
6,280
-20,552
20 21
22
23 24