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
76
$2.27M 0.16%
149,080
-313,248
77
$2.26M 0.16%
18,968
-24,158
78
$2.24M 0.16%
60,053
-94,506
79
$2.23M 0.16%
+35,888
80
$2.19M 0.16%
13,807
-43,426
81
$2.17M 0.16%
37,760
-98,470
82
$2.17M 0.16%
5,435
-7,275
83
$2.17M 0.16%
+31,868
84
$2.15M 0.16%
14,161
-24,380
85
$2.12M 0.15%
3,986
-2,329
86
$2.12M 0.15%
89,693
-5,852
87
$2.12M 0.15%
122,740
-207,317
88
$2.11M 0.15%
3,196
+434
89
$2.11M 0.15%
58,250
+35,750
90
$2.11M 0.15%
49,336
-152,765
91
$2.1M 0.15%
90,832
-160,231
92
$2.1M 0.15%
43,793
+9,739
93
$2.1M 0.15%
24,556
-122,861
94
$2.1M 0.15%
83,361
-124,311
95
$2.09M 0.15%
169,022
-277,582
96
$2.08M 0.15%
22,812
-32,975
97
$2.07M 0.15%
21,577
-42,075
98
$2.05M 0.15%
8,855
-25,957
99
$2.05M 0.15%
18,377
-22,357
100
$2.05M 0.15%
+15,737
2 3
4
5 6