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
$1.48B
AUM Growth
+$64.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
778
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$20.4M
3
+$20.3M
4
BK icon
Bank of New York Mellon
BK
+$20.1M
5
IP icon
International Paper
IP
+$19.3M

Top Sells

1
+$55.6M
2
+$34.8M
3
+$26.3M
4
STT icon
State Street
STT
+$25.9M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$24M

Sector Composition

1 Financials 20.71%
2 Consumer Discretionary 17.91%
3 Industrials 15.86%
4 Technology 13.93%
5 Healthcare 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.9M 0.4%
11,698
-1,041
52
$5.83M 0.39%
148,133
+57,297
53
$5.78M 0.39%
55,664
+46,935
54
$5.4M 0.36%
+559,081
55
$5.36M 0.36%
+92,137
56
$5.32M 0.36%
30,324
+2,349
57
$5.1M 0.34%
+11,566
58
$5.07M 0.34%
117,664
+41,119
59
$5.01M 0.34%
31,518
-570
60
$4.74M 0.32%
+53,731
61
$4.71M 0.32%
+18,499
62
$4.7M 0.32%
141,024
+49,725
63
$4.67M 0.32%
+140,546
64
$4.65M 0.31%
+117,467
65
$4.62M 0.31%
+99,426
66
$4.58M 0.31%
+701,228
67
$4.45M 0.3%
270,395
+104,533
68
$4.44M 0.3%
22,965
+17,332
69
$4.39M 0.3%
93,115
+60,640
70
$4.32M 0.29%
25,000
-10,205
71
$4.32M 0.29%
11,183
+6,691
72
$4.25M 0.29%
+24,332
73
$4.16M 0.28%
+9,297
74
$4.15M 0.28%
+42,447
75
$3.96M 0.27%
+115,131
1 2
3
4 5