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
626
$790K 0.04%
12,466
-2,005
627
$789K 0.04%
13,742
-6,197
628
$788K 0.04%
3,207
-2,026
629
$783K 0.04%
105,955
+16,646
630
$783K 0.04%
1,254
+169
631
$782K 0.04%
26,896
+1,624
632
$779K 0.04%
22,393
+584
633
$775K 0.04%
102,354
-10,993
634
$773K 0.04%
115,541
+10,194
635
$771K 0.04%
30,012
-1,654
636
$770K 0.04%
9,731
+1,774
637
$767K 0.04%
23,954
+11,186
638
$767K 0.04%
13,868
+370
639
$767K 0.04%
13,867
+6,727
640
$766K 0.04%
16,442
-8,304
641
$766K 0.04%
24,146
+7,118
642
$765K 0.04%
3,967
+311
643
$762K 0.04%
13,007
+3,672
644
$761K 0.04%
28,216
-9,182
645
$761K 0.04%
14,239
+800
646
$758K 0.04%
9,202
-8,397
647
$758K 0.04%
52,295
+3,746
648
$755K 0.04%
112,201
-8,979
649
$755K 0.04%
142,529
+5,313
650
$755K 0.04%
8,815
-8,327
24 25
26
27 28