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
726
$647K 0.04%
3,387
-1,838
727
$647K 0.04%
34,976
-5,881
728
$646K 0.04%
23,760
-4,687
729
$644K 0.04%
11,577
+1,679
730
$643K 0.04%
5,376
+1,436
731
$641K 0.04%
20,226
+668
732
$639K 0.04%
12,709
+640
733
$635K 0.04%
41,531
+23,071
734
$635K 0.04%
24,417
-7,422
735
$634K 0.04%
12,880
+1,170
736
$633K 0.04%
4,960
-2,227
737
$632K 0.04%
6,489
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738
$631K 0.04%
16,557
-3,613
739
$631K 0.04%
3,391
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740
$630K 0.04%
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741
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3,372
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742
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1,132
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743
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14,263
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744
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16,162
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745
$621K 0.03%
3,843
-1,221
746
$620K 0.03%
15,268
+1,487
747
$619K 0.03%
33,395
-758
748
$619K 0.03%
18,029
+2,496
749
$618K 0.03%
20,743
-321
750
$617K 0.03%
16,799
+5,427
28 29
30
31 32