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
926
$440K 0.02%
4,956
-812
927
$437K 0.02%
62,657
-6,763
928
$436K 0.02%
1,649
-1,678
929
$435K 0.02%
3,555
-6,936
930
$431K 0.02%
4,705
-3,422
931
$431K 0.02%
8,519
-969
932
$430K 0.02%
24,819
+521
933
$429K 0.02%
24,035
+3,077
934
$429K 0.02%
7,041
-3,419
935
$428K 0.02%
5,687
-5,786
936
$428K 0.02%
1,798
+168
937
$428K 0.02%
16,976
+3,062
938
$426K 0.02%
28,193
+810
939
$425K 0.02%
13,391
-621
940
$424K 0.02%
11,369
+4,516
941
$423K 0.02%
7,209
-548
942
$422K 0.02%
4,854
+64
943
$421K 0.02%
12,994
+113
944
$421K 0.02%
13,723
+36
945
$421K 0.02%
65,936
+11,042
946
$421K 0.02%
16,278
+877
947
$419K 0.02%
10,059
-473
948
$419K 0.02%
9,656
-1,792
949
$419K 0.02%
2,429
+77
950
$418K 0.02%
7,262
-2,033
36 37
38
39 40