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
926
$382K 0.03%
+7,790
927
$382K 0.03%
5,407
-26,210
928
$381K 0.03%
21,821
-99,583
929
$380K 0.03%
30,241
-18,178
930
$380K 0.03%
21,846
-23,795
931
$378K 0.03%
1,626
-1,379
932
$378K 0.03%
+22,290
933
$378K 0.03%
4,728
-23,315
934
$378K 0.03%
2,371
-1,902
935
$377K 0.03%
25,767
-76,122
936
$377K 0.03%
7,803
-8,413
937
$376K 0.03%
3,142
-10,960
938
$375K 0.03%
1,650
-14,766
939
$375K 0.03%
+9,331
940
$374K 0.03%
+8,240
941
$374K 0.03%
2,270
-2,442
942
$373K 0.03%
21,160
-112,840
943
$372K 0.03%
+16,273
944
$371K 0.03%
+7,074
945
$371K 0.03%
44,990
-72,073
946
$370K 0.03%
9,235
-5,890
947
$369K 0.03%
8,544
-68,602
948
$366K 0.03%
10,874
-23,992
949
$366K 0.03%
+11,749
950
$366K 0.03%
+5,083
36 37
38
39 40