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
801
$488K 0.04%
16,783
-19,523
802
$486K 0.04%
+9,700
803
$485K 0.04%
14,360
-53,279
804
$484K 0.03%
+3,273
805
$483K 0.03%
6,419
-13,118
806
$482K 0.03%
9,547
+833
807
$482K 0.03%
+17,659
808
$482K 0.03%
41,491
-38,090
809
$481K 0.03%
+17,490
810
$481K 0.03%
3,416
-19,539
811
$481K 0.03%
+10,499
812
$480K 0.03%
14,118
-101,982
813
$480K 0.03%
71,906
-188,869
814
$478K 0.03%
20,128
-15,898
815
$477K 0.03%
10,603
-40,226
816
$476K 0.03%
2,032
-476
817
$476K 0.03%
9,182
-1,617
818
$476K 0.03%
8,736
-62,223
819
$475K 0.03%
6,137
-7,778
820
$472K 0.03%
5,236
-12,724
821
$471K 0.03%
83,721
-155,141
822
$470K 0.03%
24,188
-3,737
823
$470K 0.03%
16,150
-20,291
824
$469K 0.03%
5,498
-23,775
825
$469K 0.03%
8,878
-17,715
31 32
33
34 35