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
876
$488K 0.03%
39,311
+7,745
877
$486K 0.03%
117,647
+4,076
878
$484K 0.03%
8,500
-3,820
879
$483K 0.03%
14,197
-3,441
880
$483K 0.03%
3,819
-6,565
881
$483K 0.03%
12,628
-37
882
$483K 0.03%
37,490
+9,954
883
$480K 0.03%
14,370
-3,971
884
$478K 0.03%
54,744
+3,880
885
$477K 0.03%
20,264
-64,630
886
$476K 0.03%
29,697
-1,990
887
$476K 0.03%
9,024
+2,253
888
$473K 0.03%
+2,362
889
$469K 0.03%
24,063
-4,727
890
$469K 0.03%
+2,765
891
$468K 0.03%
15,594
+738
892
$466K 0.03%
49,361
-27,958
893
$465K 0.03%
3,334
-4,617
894
$465K 0.03%
+1,552
895
$464K 0.03%
3,251
+993
896
$464K 0.03%
+7,631
897
$463K 0.03%
+4,815
898
$463K 0.03%
7,878
+2,305
899
$463K 0.03%
2,674
-3,865
900
$461K 0.03%
5,295
-3,049
34 35
36
37 38