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
951
$365K 0.03%
1,287
-3,343
952
$364K 0.03%
46,060
-20,983
953
$363K 0.03%
6,943
-22,224
954
$363K 0.03%
+1,825
955
$363K 0.03%
63,591
-28,973
956
$362K 0.03%
28,482
-32,349
957
$362K 0.03%
+5,018
958
$356K 0.03%
+6,500
959
$355K 0.03%
7,916
-1,289
960
$355K 0.03%
16,207
-88,204
961
$355K 0.03%
10,903
-16,494
962
$354K 0.03%
28,410
-51,897
963
$353K 0.03%
19,161
-54,102
964
$352K 0.03%
11,238
-45,178
965
$352K 0.03%
16,018
-22,065
966
$351K 0.03%
5,583
-46,056
967
$350K 0.03%
+4,870
968
$349K 0.03%
6,767
-5,582
969
$348K 0.03%
18,915
-15,465
970
$348K 0.03%
25,909
-32,708
971
$346K 0.03%
9,258
-7,761
972
$346K 0.03%
2,054
-29,415
973
$345K 0.02%
22,878
-28,415
974
$345K 0.02%
3,940
-4,640
975
$344K 0.02%
2,351
-17,010
37 38
39
40 41