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
676
$625K 0.05%
36,986
-28,381
677
$624K 0.05%
19,864
-15,947
678
$624K 0.05%
37,607
-58,695
679
$622K 0.04%
10,282
-15,835
680
$620K 0.04%
35,708
-19,377
681
$619K 0.04%
+36,095
682
$618K 0.04%
6,615
-18,840
683
$615K 0.04%
32,881
-26,625
684
$614K 0.04%
5,629
-11,566
685
$612K 0.04%
3,940
-16,045
686
$607K 0.04%
8,404
-56,407
687
$606K 0.04%
7,145
-7,636
688
$605K 0.04%
5,970
-14,487
689
$605K 0.04%
26,167
+13,269
690
$602K 0.04%
7,578
-17,531
691
$601K 0.04%
9,214
-13,270
692
$601K 0.04%
8,962
-1,422
693
$598K 0.04%
13,046
-14,581
694
$598K 0.04%
13,864
-82,505
695
$596K 0.04%
22,388
-46,801
696
$594K 0.04%
12,759
-32,048
697
$594K 0.04%
1,790
-2,197
698
$594K 0.04%
14,886
-7,654
699
$593K 0.04%
9,142
+2,029
700
$593K 0.04%
13,476
-9,898
26 27
28
29 30