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
$1.91B
AUM Growth
+$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,209
New
Increased
Reduced
Closed

Top Buys

1
+$38.9M
2
+$26.3M
3
+$17M
4
AMZN icon
Amazon
AMZN
+$16.9M
5
UNP icon
Union Pacific
UNP
+$16.3M

Top Sells

1
+$22.6M
2
+$20.3M
3
+$18.7M
4
CONE
CyrusOne Inc Common Stock
CONE
+$15M
5
RJF icon
Raymond James Financial
RJF
+$14.6M

Sector Composition

1 Financials 20.14%
2 Consumer Discretionary 13.72%
3 Industrials 10.77%
4 Healthcare 9.83%
5 Technology 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.08M 0.32%
67,796
-27,392
52
$6.01M 0.32%
188,980
+43,951
53
$5.82M 0.31%
11,406
+4,995
54
$5.62M 0.29%
77,306
+65,577
55
$5.58M 0.29%
26,028
+4,574
56
$5.46M 0.29%
+158,030
57
$5.41M 0.28%
34,407
-153
58
$5.32M 0.28%
138,576
-140,954
59
$5.24M 0.27%
93,508
+76,285
60
$5.18M 0.27%
29,226
+13,118
61
$5.12M 0.27%
65,613
+28,913
62
$5.1M 0.27%
64,196
+32,757
63
$5.1M 0.27%
36,072
+5,426
64
$5.09M 0.27%
24,302
+10,186
65
$5.04M 0.26%
44,225
+19,110
66
$4.98M 0.26%
49,837
+20,670
67
$4.98M 0.26%
124,869
-76,417
68
$4.97M 0.26%
20,096
+9,980
69
$4.95M 0.26%
173,255
+42,887
70
$4.95M 0.26%
132,059
-54,950
71
$4.87M 0.26%
12,480
+3,508
72
$4.82M 0.25%
41,759
+11,579
73
$4.78M 0.25%
103,562
+42,440
74
$4.76M 0.25%
1,066
+15
75
$4.68M 0.25%
6,704
+3,251
1 2
3
4 5