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
826
$468K 0.03%
+2,913
827
$467K 0.03%
+3,271
828
$467K 0.03%
1,976
-2,510
829
$465K 0.03%
10,725
-4,108
830
$464K 0.03%
+9,076
831
$462K 0.03%
11,547
-128,557
832
$462K 0.03%
26,691
-171
833
$459K 0.03%
+2,555
834
$456K 0.03%
7,696
-47,955
835
$455K 0.03%
2,598
-7,002
836
$454K 0.03%
+4,126
837
$454K 0.03%
9,135
-991
838
$453K 0.03%
6,140
-7,625
839
$452K 0.03%
23,403
-38,703
840
$450K 0.03%
4,964
-4,733
841
$450K 0.03%
25,440
-15,763
842
$450K 0.03%
49,557
-8,155
843
$449K 0.03%
28,220
-43,069
844
$448K 0.03%
35,119
-57,110
845
$447K 0.03%
5,081
-6,081
846
$446K 0.03%
33,091
-23,740
847
$446K 0.03%
7,065
-19,911
848
$445K 0.03%
+80
849
$444K 0.03%
28,013
-24,308
850
$444K 0.03%
15,821
-14,885
32 33
34
35 36