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
601
$710K 0.05%
5,061
+1,614
602
$709K 0.05%
15,528
+3,409
603
$708K 0.05%
15,264
-3,101
604
$702K 0.05%
41,176
-40,700
605
$701K 0.05%
35,153
-52,690
606
$701K 0.05%
+29,808
607
$699K 0.05%
30,661
-21,117
608
$698K 0.05%
2,558
-6,082
609
$697K 0.05%
3,785
-10,624
610
$697K 0.05%
17,893
-34,415
611
$695K 0.05%
3,175
-11,376
612
$692K 0.05%
53,346
-97,447
613
$691K 0.05%
51,114
-42,536
614
$691K 0.05%
+9,439
615
$688K 0.05%
14,952
-17,886
616
$688K 0.05%
27,500
-59,218
617
$688K 0.05%
65,760
-145,413
618
$687K 0.05%
3,857
-39,008
619
$687K 0.05%
30,010
-57,115
620
$683K 0.05%
74,672
-118,155
621
$682K 0.05%
10,273
-21,862
622
$682K 0.05%
+14,426
623
$681K 0.05%
16,772
-54,437
624
$680K 0.05%
94,761
-70,267
625
$680K 0.05%
18,303
+8,359
23 24
25
26 27