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
551
$780K 0.04%
19,968
+1,106
552
$779K 0.04%
+2,250
553
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205,748
+35,675
554
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+4,888
555
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7,659
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556
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18,534
+2,984
557
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12,644
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558
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5,452
-7,552
559
$753K 0.04%
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-29,455
560
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10,851
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561
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562
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18,601
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563
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28,508
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564
$745K 0.04%
9,741
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565
$738K 0.04%
28,311
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566
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567
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3,999
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568
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32,750
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570
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29,104
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571
$730K 0.04%
13,925
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572
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+11,076
573
$726K 0.04%
+3,199
574
$722K 0.04%
9,185
-5,469
575
$720K 0.04%
16,029
+4,938
21 22
23
24 25