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
701
$674K 0.04%
6,902
-3,428
702
$673K 0.04%
20,703
+738
703
$673K 0.04%
24,864
-5,211
704
$672K 0.04%
+1,784
705
$670K 0.04%
2,816
-3,205
706
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6,471
-1,316
707
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43,075
-5,547
708
$666K 0.04%
7,342
+2,700
709
$666K 0.04%
25,234
-1,015
710
$663K 0.04%
7,514
+3,030
711
$663K 0.04%
183,748
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712
$662K 0.04%
13,646
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713
$661K 0.04%
22,631
+9,171
714
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7,247
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715
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32,184
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716
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718
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1,286
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719
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26,085
-22,497
720
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21,971
+8,892
721
$652K 0.04%
5,603
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722
$652K 0.04%
16,163
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723
$650K 0.04%
47,921
-10,078
724
$648K 0.04%
6,431
-5,422
725
$648K 0.04%
14,952
-733
27 28
29
30 31