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
651
$651K 0.05%
12,962
-31,469
652
$648K 0.05%
3,290
+2,049
653
$647K 0.05%
4,977
+1,817
654
$647K 0.05%
+8,977
655
$646K 0.05%
696
-574
656
$645K 0.05%
11,443
-12,755
657
$644K 0.05%
10,765
-6,632
658
$644K 0.05%
+20,206
659
$641K 0.05%
5,463
-8,456
660
$641K 0.05%
19,246
-16,067
661
$641K 0.05%
16,623
-21,280
662
$637K 0.05%
45,300
-65,861
663
$637K 0.05%
17,318
-14,799
664
$636K 0.05%
19,831
-57,841
665
$633K 0.05%
16,276
-17,630
666
$631K 0.05%
2,633
-9,818
667
$631K 0.05%
14,534
-66,706
668
$630K 0.05%
12,374
-66,724
669
$629K 0.05%
32,607
-18,102
670
$628K 0.05%
10,064
-10,551
671
$628K 0.05%
+12,319
672
$627K 0.05%
3,332
-12,658
673
$626K 0.05%
7,876
-13,561
674
$626K 0.05%
22,641
+12,159
675
$625K 0.05%
75,763
-38,278
25 26
27
28 29