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
551
$915K 0.05%
16,492
+7,055
552
$911K 0.05%
14,758
+6,376
553
$911K 0.05%
56,494
-16,871
554
$909K 0.05%
1,249
-1,866
555
$909K 0.05%
20,188
+2,954
556
$908K 0.05%
11,630
-1,901
557
$907K 0.05%
16,833
-2,109
558
$907K 0.05%
5,599
+2,943
559
$903K 0.05%
12,028
+5,488
560
$902K 0.05%
2,319
-1,579
561
$901K 0.05%
2,697
+1,174
562
$899K 0.05%
26,402
+715
563
$897K 0.05%
40,921
-4,621
564
$893K 0.05%
11,577
-9,128
565
$893K 0.05%
41,201
-50
566
$888K 0.05%
8,397
-82
567
$882K 0.05%
16,954
-1,433
568
$880K 0.05%
15,489
-2,602
569
$879K 0.05%
+3,336
570
$875K 0.05%
5,934
-3,220
571
$870K 0.05%
11,141
+3,385
572
$865K 0.05%
19,390
+424
573
$865K 0.05%
23,239
-3,106
574
$863K 0.05%
4,253
+380
575
$860K 0.05%
1,508
+254
21 22
23
24 25