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
726
$567K 0.04%
38,441
-44,916
727
$566K 0.04%
22,444
-66,719
728
$566K 0.04%
9,285
-38,598
729
$566K 0.04%
3,310
-2,075
730
$563K 0.04%
18,716
-67,155
731
$560K 0.04%
240,361
-586,780
732
$559K 0.04%
2,783
-6,964
733
$558K 0.04%
17,852
+6,449
734
$558K 0.04%
9,218
-4,450
735
$556K 0.04%
4,525
-3,749
736
$555K 0.04%
+19,849
737
$554K 0.04%
4,616
+528
738
$553K 0.04%
14,013
-20,353
739
$552K 0.04%
17,618
-41,621
740
$552K 0.04%
+49,093
741
$552K 0.04%
22,548
-41,802
742
$551K 0.04%
6,760
-23,082
743
$550K 0.04%
11,244
-13,198
744
$550K 0.04%
53,308
-85,725
745
$550K 0.04%
366,468
-1,428,496
746
$550K 0.04%
16,691
-10,593
747
$549K 0.04%
6,617
-22,221
748
$548K 0.04%
+30,882
749
$547K 0.04%
45,931
-112,170
750
$547K 0.04%
+2,190
28 29
30
31 32