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
951
$416K 0.02%
7,437
-3,058
952
$416K 0.02%
+7,167
953
$415K 0.02%
6,912
+1,179
954
$414K 0.02%
4,911
+1,547
955
$413K 0.02%
29,316
-1,174
956
$413K 0.02%
47,575
-3,107
957
$412K 0.02%
4,389
-2,509
958
$410K 0.02%
32,963
-3,070
959
$410K 0.02%
10,745
+1,663
960
$409K 0.02%
8,937
+2,298
961
$409K 0.02%
+13,659
962
$408K 0.02%
42,478
-11,977
963
$408K 0.02%
8,728
-7,238
964
$407K 0.02%
9,895
+51
965
$406K 0.02%
11,354
-10,376
966
$405K 0.02%
25,800
+715
967
$405K 0.02%
108,819
-36,811
968
$404K 0.02%
12,788
+5,789
969
$404K 0.02%
33,525
-5,811
970
$403K 0.02%
3,491
+350
971
$402K 0.02%
+2,690
972
$401K 0.02%
16,345
+199
973
$400K 0.02%
135,067
-192,700
974
$400K 0.02%
13,327
-211
975
$399K 0.02%
18,871
-1,987
37 38
39
40 41