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
776
$519K 0.04%
27,107
-40,888
777
$518K 0.04%
40,999
+10,117
778
$517K 0.04%
27,788
-17,751
779
$517K 0.04%
9,707
-59,847
780
$513K 0.04%
7,933
-12,087
781
$511K 0.04%
28,351
-57,859
782
$508K 0.04%
+704
783
$508K 0.04%
8,700
-56,645
784
$508K 0.04%
4,225
-6,481
785
$506K 0.04%
+1,587
786
$505K 0.04%
12,078
-19,822
787
$505K 0.04%
+4,215
788
$504K 0.04%
5,356
-12,775
789
$504K 0.04%
+9,555
790
$504K 0.04%
13,667
-46,953
791
$503K 0.04%
24,300
-26,628
792
$502K 0.04%
18,136
-12,881
793
$499K 0.04%
+24,528
794
$498K 0.04%
9,876
-33,005
795
$496K 0.04%
31,813
+4,080
796
$494K 0.04%
12,717
-13,308
797
$493K 0.04%
7,443
-19,379
798
$493K 0.04%
26,198
-15,330
799
$492K 0.04%
45,063
+13,338
800
$489K 0.04%
5,027
-5,858
30 31
32
33 34