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
676
$722K 0.04%
4,596
+396
677
$722K 0.04%
2,763
-2,679
678
$719K 0.04%
428
-360
679
$718K 0.04%
+10,292
680
$715K 0.04%
10,182
+3,182
681
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12,021
-6,736
682
$711K 0.04%
+7,804
683
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35,115
+4,247
684
$707K 0.04%
4,545
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685
$706K 0.04%
24,164
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686
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687
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81,422
-21,753
688
$703K 0.04%
9,469
-4,797
689
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49,860
-2,617
690
$700K 0.04%
+2,207
691
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10,494
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7,762
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693
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694
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28,964
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695
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696
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5,281
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697
$685K 0.04%
13,886
-3,798
698
$683K 0.04%
15,337
+3,232
699
$682K 0.04%
2,245
+1,079
700
$681K 0.04%
31,082
+2,142
26 27
28
29 30