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
751
$546K 0.04%
16,688
-9,776
752
$543K 0.04%
4,395
-8,526
753
$542K 0.04%
65,549
-162,141
754
$541K 0.04%
7,723
-37,661
755
$541K 0.04%
90,906
-205,373
756
$537K 0.04%
+87,770
757
$537K 0.04%
31,157
-12,666
758
$535K 0.04%
223,940
-531,472
759
$534K 0.04%
13,890
-11,573
760
$534K 0.04%
6,547
-16,328
761
$533K 0.04%
4,465
-5,970
762
$531K 0.04%
+3,369
763
$531K 0.04%
6,821
-10,529
764
$529K 0.04%
26,443
+8,648
765
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+7,241
766
$527K 0.04%
2,995
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767
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768
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40,296
-105,059
769
$523K 0.04%
6,382
-19,438
770
$523K 0.04%
165,981
-216,520
771
$523K 0.04%
+10,447
772
$521K 0.04%
4,956
-21,746
773
$520K 0.04%
108,512
-150,935
774
$520K 0.04%
3,005
-15,516
775
$519K 0.04%
3,237
-23,584
29 30
31
32 33