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
776
$588K 0.03%
27,302
-712
777
$587K 0.03%
3,441
+965
778
$586K 0.03%
6,020
-5,078
779
$586K 0.03%
15,708
-772
780
$584K 0.03%
45,794
-17,562
781
$584K 0.03%
8,251
-19,776
782
$583K 0.03%
7,507
-6,957
783
$582K 0.03%
6,936
-4,282
784
$582K 0.03%
5,683
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785
$581K 0.03%
33,134
+8,489
786
$581K 0.03%
26,952
+3,254
787
$578K 0.03%
45,807
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788
$577K 0.03%
9,924
-35,047
789
$574K 0.03%
19,999
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$574K 0.03%
7,246
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792
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7,076
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55,246
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794
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24,143
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795
$570K 0.03%
17,849
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796
$569K 0.03%
3,366
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797
$569K 0.03%
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798
$568K 0.03%
3,748
+1,733
799
$567K 0.03%
35,911
-2,150
800
$566K 0.03%
7,803
+2,272
30 31
32
33 34