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
526
$962K 0.05%
11,669
-6,171
527
$960K 0.05%
128,552
-4,747
528
$957K 0.05%
26,461
-5,249
529
$954K 0.05%
14,221
+849
530
$954K 0.05%
11,769
+3,809
531
$952K 0.05%
14,137
+3,159
532
$952K 0.05%
41,866
-5,798
533
$950K 0.05%
8,877
-114
534
$947K 0.05%
25,500
535
$946K 0.05%
5,660
-1,832
536
$946K 0.05%
72,188
-10,597
537
$945K 0.05%
34,066
+3,351
538
$945K 0.05%
6,890
+1,317
539
$930K 0.05%
71,214
-21,428
540
$930K 0.05%
5,512
+2,032
541
$929K 0.05%
10,324
+6,843
542
$927K 0.05%
17,425
+2,891
543
$927K 0.05%
5,624
+4,228
544
$926K 0.05%
33,850
-10,379
545
$925K 0.05%
54,018
+24,004
546
$924K 0.05%
+8,254
547
$924K 0.05%
19,669
-4,374
548
$920K 0.05%
16,485
+39
549
$919K 0.05%
44,252
+8,543
550
$916K 0.05%
4,078
+2,681
20 21
22
23 24