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
851
$509K 0.03%
12,389
-716
852
$507K 0.03%
+3,173
853
$507K 0.03%
19,666
+2,490
854
$507K 0.03%
6,970
-3,065
855
$506K 0.03%
287
+28
856
$506K 0.03%
13,049
-1,333
857
$505K 0.03%
10,442
-3,372
858
$505K 0.03%
15,686
+956
859
$504K 0.03%
22,248
-3,619
860
$503K 0.03%
4,478
-1,797
861
$502K 0.03%
+9,304
862
$502K 0.03%
+11,986
863
$502K 0.03%
60,167
-7,117
864
$501K 0.03%
3,105
-1,368
865
$500K 0.03%
23,246
-411
866
$495K 0.03%
2,827
-379
867
$495K 0.03%
27,195
-2,600
868
$494K 0.03%
11,619
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869
$493K 0.03%
19,443
+193
870
$492K 0.03%
5,194
-952
871
$492K 0.03%
19,914
+1,007
872
$489K 0.03%
4,418
-443
873
$489K 0.03%
5,159
-2,607
874
$488K 0.03%
+3,907
875
$488K 0.03%
125,768
+24,658
33 34
35
36 37