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
51
$4.72M 0.26%
86,907
+40,828
52
$4.71M 0.26%
8,183
+3,871
53
$4.67M 0.26%
210,035
+14,452
54
$4.58M 0.26%
112,500
+19,860
55
$4.58M 0.26%
955
+41
56
$4.57M 0.26%
83,073
+36,585
57
$4.53M 0.25%
11,601
-20
58
$4.52M 0.25%
+57,615
59
$4.51M 0.25%
72,645
-6,252
60
$4.5M 0.25%
33,340
+5,767
61
$4.38M 0.25%
209,092
+54,121
62
$4.37M 0.24%
+96,501
63
$4.34M 0.24%
20,443
+495
64
$4.22M 0.24%
53,513
+15,523
65
$4.22M 0.24%
2,487
+183
66
$4.22M 0.24%
77,394
+68,931
67
$4.22M 0.24%
65,320
-5,330
68
$4.16M 0.23%
291,771
+72,483
69
$4.1M 0.23%
31,004
+7,319
70
$4.03M 0.23%
26,602
+6,284
71
$4.02M 0.23%
19,710
+3,026
72
$3.86M 0.22%
72,940
-164
73
$3.77M 0.21%
46,753
+18,017
74
$3.7M 0.21%
79,647
+75,045
75
$3.69M 0.21%
30,713
+3,756
1 2
3
4 5