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
851
$444K 0.03%
22,143
+4,171
852
$443K 0.03%
25,774
-20,461
853
$440K 0.03%
+824
854
$439K 0.03%
6,542
+1,057
855
$438K 0.03%
14,367
-11,821
856
$438K 0.03%
21,697
-20,969
857
$438K 0.03%
7,744
-108,007
858
$438K 0.03%
28,177
-240,187
859
$435K 0.03%
12,050
-14,703
860
$431K 0.03%
30,657
-32,315
861
$431K 0.03%
24,276
-2,053
862
$429K 0.03%
14,719
-10,326
863
$428K 0.03%
10,567
-22,550
864
$428K 0.03%
35,612
-34,222
865
$426K 0.03%
26,092
-42,197
866
$424K 0.03%
+23,685
867
$424K 0.03%
17,071
-4,333
868
$424K 0.03%
106,222
-39,245
869
$423K 0.03%
10,881
-78,649
870
$421K 0.03%
9,405
-19,443
871
$420K 0.03%
17,490
-13,535
872
$419K 0.03%
+5,919
873
$419K 0.03%
+23,185
874
$418K 0.03%
154,235
-436,940
875
$415K 0.03%
109,898
-229,555
33 34
35
36 37