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
$1.48B
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
Industrial Select Sector SPDR Fund
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
526
$218K 0.01%
679
-3,331
527
$215K 0.01%
+889
528
$214K 0.01%
+3,740
529
$211K 0.01%
+11,735
530
$209K 0.01%
+11,479
531
$209K 0.01%
+18,038
532
$206K 0.01%
3,588
-7,765
533
$205K 0.01%
+3,838
534
$204K 0.01%
+11,846
535
$203K 0.01%
+5,228
536
$200K 0.01%
2,937
-91,779
537
$182K 0.01%
63,910
-131
538
$171K 0.01%
61,066
-4,139
539
$157K 0.01%
28,607
-217,991
540
$154K 0.01%
+31,783
541
$149K 0.01%
27,172
+3,050
542
$146K 0.01%
21,549
-119,574
543
$141K 0.01%
49,871
-11,568
544
$114K 0.01%
28,587
-169,438
545
$113K 0.01%
+12,588
546
$107K 0.01%
36,452
+17,196
547
$105K 0.01%
18,095
-159,336
548
$99.1K 0.01%
34,656
-236,264
549
$97.4K 0.01%
+21,879
550
$88.6K 0.01%
+30,350
20 21
22
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