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
876
$415K 0.03%
+24,064
877
$414K 0.03%
15,775
-8,420
878
$414K 0.03%
4,330
+764
879
$413K 0.03%
15,014
+1,727
880
$412K 0.03%
40,656
-85,350
881
$412K 0.03%
89,082
-173,138
882
$411K 0.03%
6,268
-42,014
883
$411K 0.03%
+10,669
884
$410K 0.03%
56,840
-132,269
885
$410K 0.03%
9,891
-11,523
886
$408K 0.03%
998
-5,995
887
$407K 0.03%
7,984
-14,537
888
$407K 0.03%
2,516
-4,475
889
$407K 0.03%
12,135
-49,583
890
$407K 0.03%
10,930
-9,611
891
$406K 0.03%
5,641
-1,351
892
$405K 0.03%
20,660
-11,172
893
$405K 0.03%
14,990
-39,944
894
$404K 0.03%
8,032
-9,882
895
$404K 0.03%
5,521
-20,721
896
$404K 0.03%
+29,794
897
$404K 0.03%
15,094
-37,077
898
$403K 0.03%
12,328
-35,320
899
$403K 0.03%
20,891
-12,636
900
$402K 0.03%
+13,024
34 35
36
37 38