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
751
$617K 0.03%
22,966
+4,525
752
$616K 0.03%
3,513
+1,871
753
$616K 0.03%
4,246
-431
754
$616K 0.03%
24,580
-872
755
$615K 0.03%
30,485
-3,661
756
$614K 0.03%
+3,376
757
$614K 0.03%
23,049
+348
758
$614K 0.03%
3,915
+654
759
$613K 0.03%
40,662
+2,075
760
$608K 0.03%
15,221
-4,405
761
$605K 0.03%
161,222
+13,346
762
$604K 0.03%
3,690
+689
763
$603K 0.03%
20,333
-16,159
764
$602K 0.03%
9,476
+3,516
765
$602K 0.03%
17,850
+1,274
766
$602K 0.03%
3,442
-1,197
767
$600K 0.03%
15,955
-8,769
768
$598K 0.03%
13,734
+609
769
$596K 0.03%
10,949
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770
$593K 0.03%
9,929
-1,217
771
$590K 0.03%
4,399
+2,340
772
$589K 0.03%
13,637
+8,070
773
$589K 0.03%
+2,933
774
$588K 0.03%
3,423
+310
775
$588K 0.03%
49,653
-6,093
29 30
31
32 33