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
901
$401K 0.03%
26,083
-79,929
902
$401K 0.03%
6,168
-72,464
903
$400K 0.03%
20,271
+8,048
904
$399K 0.03%
18,708
-20,257
905
$399K 0.03%
2,928
-8,307
906
$396K 0.03%
54,523
-21,363
907
$395K 0.03%
+8,202
908
$395K 0.03%
11,204
-14,369
909
$394K 0.03%
2,540
-376
910
$393K 0.03%
1,288
+191
911
$393K 0.03%
13,010
-34,684
912
$392K 0.03%
15,569
-6,468
913
$389K 0.03%
6,143
-57,412
914
$389K 0.03%
7,412
-6,846
915
$388K 0.03%
3,756
-13,175
916
$388K 0.03%
38,786
-12,557
917
$388K 0.03%
942
-2,009
918
$387K 0.03%
82,168
-276
919
$387K 0.03%
+8,797
920
$387K 0.03%
13,833
-11,373
921
$385K 0.03%
12,068
-54,590
922
$385K 0.03%
13,781
-21,340
923
$384K 0.03%
29,652
-61,696
924
$383K 0.03%
31,650
-50,245
925
$383K 0.03%
+16,273
35 36
37
38 39