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
701
$592K 0.04%
140,842
-203,997
702
$589K 0.04%
+7,079
703
$588K 0.04%
6,190
-6,781
704
$586K 0.04%
8,312
-6,575
705
$585K 0.04%
6,416
-218,985
706
$585K 0.04%
16,773
-13,086
707
$583K 0.04%
10,865
-30,104
708
$582K 0.04%
21,474
-39,621
709
$580K 0.04%
32,700
-52,736
710
$579K 0.04%
+3,903
711
$578K 0.04%
25,554
-59,504
712
$578K 0.04%
8,193
-20,750
713
$575K 0.04%
12,341
-105,704
714
$575K 0.04%
18,281
-9,092
715
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3,229
-6,621
716
$574K 0.04%
41,429
-25,540
717
$573K 0.04%
25,823
-14,117
718
$573K 0.04%
+13,807
719
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+61,552
720
$572K 0.04%
52,627
-224,953
721
$569K 0.04%
3,161
-8,018
722
$569K 0.04%
36,559
-136,512
723
$569K 0.04%
10,858
-7,325
724
$568K 0.04%
6,510
-12,784
725
$567K 0.04%
18,439
-133,203
27 28
29
30 31