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
576
$735K 0.05%
19,144
-66,586
577
$735K 0.05%
69,166
-290,059
578
$733K 0.05%
16,908
-36,441
579
$733K 0.05%
12,626
-8,302
580
$733K 0.05%
1,680
-6,892
581
$733K 0.05%
5,841
-10,515
582
$732K 0.05%
+81,248
583
$730K 0.05%
92,978
-197,781
584
$728K 0.05%
15,516
-42,525
585
$728K 0.05%
14,586
-37,380
586
$724K 0.05%
8,335
-17,545
587
$723K 0.05%
16,949
-1,880
588
$722K 0.05%
12,397
-52,631
589
$722K 0.05%
+9,597
590
$721K 0.05%
5,467
-6,006
591
$721K 0.05%
49,278
-45,500
592
$720K 0.05%
7,924
-3,200
593
$720K 0.05%
32,676
-72,314
594
$720K 0.05%
291,360
-283,063
595
$719K 0.05%
8,200
-24,574
596
$718K 0.05%
38,129
-106,777
597
$717K 0.05%
32,507
-40,623
598
$714K 0.05%
22,042
-110,602
599
$713K 0.05%
+40,158
600
$710K 0.05%
+9,567
22 23
24
25 26