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
$1.91B
AUM Growth
+$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,209
New
Increased
Reduced
Closed

Top Buys

1
+$38.9M
2
+$26.3M
3
+$17M
4
AMZN icon
Amazon
AMZN
+$16.9M
5
UNP icon
Union Pacific
UNP
+$16.3M

Top Sells

1
+$22.6M
2
+$20.3M
3
+$18.7M
4
CONE
CyrusOne Inc Common Stock
CONE
+$15M
5
RJF icon
Raymond James Financial
RJF
+$14.6M

Sector Composition

1 Financials 20.14%
2 Consumer Discretionary 13.72%
3 Industrials 10.77%
4 Healthcare 9.83%
5 Technology 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$125K 0.01%
+12,527
927
$108K 0.01%
+15,347
928
$103K 0.01%
+13,218
929
$101K 0.01%
25,000
930
$86K ﹤0.01%
16,975
+5,681
931
$71K ﹤0.01%
+18,598
932
$57K ﹤0.01%
+11,808
933
$53K ﹤0.01%
2,076
-1,842
934
$35K ﹤0.01%
+27,119
935
$29K ﹤0.01%
143
+30
936
$23K ﹤0.01%
+10,073
937
– –
-27,505
938
– –
-6,332
939
– –
-8,990
940
– –
-5,532
941
– –
-39,955
942
– –
-167,158
943
– –
-44,114
944
– –
-12,637
945
– –
-16,492
946
– –
-16,343
947
– –
-3,304
948
– –
-10,599
949
– –
-15,959
950
– –
-1,386
36 37
38
39 40