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
626
$675K 0.05%
303
-2,337
627
$675K 0.05%
+16,698
628
$673K 0.05%
7,049
-20,592
629
$673K 0.05%
7,434
-1,004
630
$672K 0.05%
17,260
-8,513
631
$672K 0.05%
16,745
-52,952
632
$671K 0.05%
21,043
-23,857
633
$666K 0.05%
9,667
-42,107
634
$665K 0.05%
39,070
-4,900
635
$664K 0.05%
+41,195
636
$663K 0.05%
23,220
-24,844
637
$663K 0.05%
485,499
-639,611
638
$662K 0.05%
32,710
-89,740
639
$660K 0.05%
192,890
-182,273
640
$660K 0.05%
5,452
+1,844
641
$658K 0.05%
+13,875
642
$658K 0.05%
4,637
-21,651
643
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2,478
-18,901
644
$658K 0.05%
4,815
-16,443
645
$658K 0.05%
12,272
-10,452
646
$658K 0.05%
9,288
-44,987
647
$655K 0.05%
29,502
-142,158
648
$654K 0.05%
22,272
-11,322
649
$652K 0.05%
5,324
-3,890
650
$652K 0.05%
80,140
-109,869
24 25
26
27 28