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
$1.91B
AUM Growth
+$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,209
New
Increased
Reduced
Closed

Top Buys

1
+$38.9M
2
+$26.3M
3
+$17M
4
AMZN icon
Amazon
AMZN
+$16.9M
5
UNP icon
Union Pacific
UNP
+$16.3M

Top Sells

1
+$22.6M
2
+$20.3M
3
+$18.7M
4
CONE
CyrusOne Inc Common Stock
CONE
+$15M
5
RJF icon
Raymond James Financial
RJF
+$14.6M

Sector Composition

1 Financials 20.14%
2 Consumer Discretionary 13.72%
3 Industrials 10.77%
4 Healthcare 9.83%
5 Technology 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$837K 0.04%
126,677
+11,377
527
$837K 0.04%
7,336
+192
528
$833K 0.04%
2,281
+415
529
$832K 0.04%
9,426
+3,444
530
$826K 0.04%
8,161
-9,706
531
$824K 0.04%
19,259
+1,608
532
$821K 0.04%
9,417
+5,937
533
$814K 0.04%
4,027
-6,677
534
$813K 0.04%
11,400
+2,669
535
$812K 0.04%
8,247
+245
536
$810K 0.04%
11,030
+2,899
537
$809K 0.04%
4,045
-22,053
538
$808K 0.04%
16,330
+6,198
539
$805K 0.04%
38,831
-13,640
540
$801K 0.04%
21,138
+8,099
541
$795K 0.04%
15,100
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542
$795K 0.04%
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543
$795K 0.04%
17,928
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544
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545
$794K 0.04%
+37,425
546
$793K 0.04%
3,866
+1,020
547
$792K 0.04%
+5,497
548
$792K 0.04%
22,185
+1,606
549
$787K 0.04%
5,085
+2,024
550
$784K 0.04%
20,528
-16,574
20 21
22
23 24