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
651
$755K 0.04%
13,717
-3,380
652
$752K 0.04%
35,129
-4,186
653
$748K 0.04%
39,228
-288
654
$747K 0.04%
6,425
+497
655
$745K 0.04%
7,655
-8,306
656
$744K 0.04%
1,892
-826
657
$744K 0.04%
44,010
-18,907
658
$744K 0.04%
196,235
+28,993
659
$744K 0.04%
52,318
+14,006
660
$742K 0.04%
37,589
-7,238
661
$741K 0.04%
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662
$739K 0.04%
16,782
-4,968
663
$736K 0.04%
7,194
+1,298
664
$736K 0.04%
54,587
-6,197
665
$736K 0.04%
1,973
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666
$736K 0.04%
11,704
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667
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32,335
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668
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11,782
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669
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48,228
-18,716
670
$727K 0.04%
28,838
-811
671
$725K 0.04%
11,809
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672
$725K 0.04%
10,315
-6,009
673
$724K 0.04%
11,697
+1,726
674
$723K 0.04%
30,010
-25,460
675
$723K 0.04%
6,088
+671
25 26
27
28 29