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
551
$769K 0.06%
19,383
-28,250
552
$769K 0.06%
2,372
+34
553
$768K 0.06%
10,560
-8,462
554
$765K 0.06%
14,488
-33,792
555
$765K 0.06%
6,967
-8,569
556
$763K 0.06%
19,247
-68,699
557
$762K 0.06%
26,372
+51
558
$762K 0.06%
30,705
-33,617
559
$761K 0.05%
17,490
-11,521
560
$760K 0.05%
18,768
-25,748
561
$760K 0.05%
23,272
-56,784
562
$759K 0.05%
12,602
-66,984
563
$758K 0.05%
14,444
-11,524
564
$756K 0.05%
+7,195
565
$755K 0.05%
57,878
-93,213
566
$755K 0.05%
2,665
-14,218
567
$753K 0.05%
16,933
+1,625
568
$752K 0.05%
51,637
-69,397
569
$752K 0.05%
1,366
-164
570
$744K 0.05%
12,389
-59,342
571
$744K 0.05%
2,595
-90
572
$744K 0.05%
100,717
-248,767
573
$744K 0.05%
+23,353
574
$737K 0.05%
14,294
-36,946
575
$736K 0.05%
12,822
-24,477
21 22
23
24 25