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
601
$821K 0.05%
16,221
+1,851
602
$821K 0.05%
92,404
+4,588
603
$821K 0.05%
168,882
-19,541
604
$818K 0.05%
25,284
+1,059
605
$815K 0.05%
60,704
-1,532
606
$815K 0.05%
+18,780
607
$813K 0.05%
152,897
-9,277
608
$812K 0.05%
5,314
+192
609
$807K 0.05%
2,046
-2,354
610
$807K 0.05%
17,837
+7,225
611
$806K 0.05%
47,327
+6,619
612
$805K 0.05%
18,026
-3,137
613
$800K 0.04%
5,391
+971
614
$800K 0.04%
19,023
+1,491
615
$798K 0.04%
22,561
+1,459
616
$796K 0.04%
4,749
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617
$796K 0.04%
8,420
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618
$795K 0.04%
11,407
+1,680
619
$793K 0.04%
26,797
-397
620
$793K 0.04%
12,463
+5,090
621
$792K 0.04%
25,688
-1,426
622
$792K 0.04%
37,703
+2,807
623
$792K 0.04%
15,434
+876
624
$791K 0.04%
5,250
+278
625
$790K 0.04%
3,336
+330
23 24
25
26 27