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
51
$2.74M 0.2%
15,350
-29,922
52
$2.74M 0.2%
50,847
-66,750
53
$2.73M 0.2%
174,907
-376,798
54
$2.65M 0.19%
+72,031
55
$2.64M 0.19%
55,026
-125,259
56
$2.63M 0.19%
11,087
-17,941
57
$2.62M 0.19%
9,843
-32,142
58
$2.62M 0.19%
50,559
-107,361
59
$2.57M 0.19%
10,480
-22,012
60
$2.51M 0.18%
616
-1,728
61
$2.5M 0.18%
6,823
-20,040
62
$2.46M 0.18%
198,379
-432,269
63
$2.46M 0.18%
10,973
+3,650
64
$2.45M 0.18%
20,443
-48,678
65
$2.44M 0.18%
26,332
-91,352
66
$2.42M 0.17%
76,050
-104,651
67
$2.38M 0.17%
22,349
-35,336
68
$2.36M 0.17%
18,049
-19,114
69
$2.35M 0.17%
+17,043
70
$2.35M 0.17%
74,390
-116,289
71
$2.33M 0.17%
29,804
-63,635
72
$2.33M 0.17%
11,843
-19,852
73
$2.31M 0.17%
19,254
-31,102
74
$2.3M 0.17%
65,199
-77,643
75
$2.3M 0.17%
27,114
-55,782
1 2
3
4 5