WG

Winton Group Portfolio holdings

AUM $2.67B
1-Year Est. Return 29.84%
This Quarter Est. Return
1 Year Est. Return
+29.84%
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
State Street Health Care Select Sector SPDR ETF
XLV
+$22.6M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$18M

Sector Composition

1 Financials 20.78%
2 Technology 13.24%
3 Consumer Discretionary 12.36%
4 Healthcare 11.67%
5 Industrials 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$860K 0.05%
7,726
+2,472
577
$858K 0.05%
15,269
+665
578
$858K 0.05%
46,378
+898
579
$856K 0.05%
8,512
-1,703
580
$855K 0.05%
76,590
+4,931
581
$851K 0.05%
42,337
+1,926
582
$848K 0.05%
20,267
+536
583
$845K 0.05%
18,099
-3,912
584
$844K 0.05%
90,206
+34,899
585
$843K 0.05%
11,836
-3,649
586
$838K 0.05%
15,996
-981
587
$838K 0.05%
13,903
-6,307
588
$838K 0.05%
13,577
-2,459
589
$837K 0.05%
7,010
-6,568
590
$837K 0.05%
18,309
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591
$837K 0.05%
11,193
-1,528
592
$836K 0.05%
48,806
-24,099
593
$834K 0.05%
4,714
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594
$833K 0.05%
13,196
-1,944
595
$833K 0.05%
351
+192
596
$833K 0.05%
8,381
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597
$826K 0.05%
112,468
-3,507
598
$826K 0.05%
41,734
+14,223
599
$825K 0.05%
5,393
+2,707
600
$823K 0.05%
15,446
+288
22 23
24
25 26