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
76
$3.66M 0.21%
14,639
+5,829
77
$3.65M 0.2%
13,471
-453
78
$3.65M 0.2%
3,415
+370
79
$3.63M 0.2%
135,956
+11,605
80
$3.5M 0.2%
166,756
+126,802
81
$3.49M 0.2%
20,127
+11,963
82
$3.46M 0.19%
207,388
+2,542
83
$3.46M 0.19%
64,025
-29,482
84
$3.45M 0.19%
23,768
+10,668
85
$3.45M 0.19%
218,838
-17,419
86
$3.44M 0.19%
12,954
+8,118
87
$3.41M 0.19%
5,823
-509
88
$3.39M 0.19%
10,324
+2,728
89
$3.37M 0.19%
24,985
-2,026
90
$3.34M 0.19%
126,583
-6,958
91
$3.27M 0.18%
11,594
+4,004
92
$3.19M 0.18%
10,740
+517
93
$3.17M 0.18%
87,350
+12,150
94
$3.17M 0.18%
147,552
+26,352
95
$3.15M 0.18%
20,917
+11,872
96
$3.14M 0.18%
13,076
+7,108
97
$3.13M 0.18%
50,334
+7,850
98
$3.09M 0.17%
24,351
-2,167
99
$3.07M 0.17%
29,902
+9,731
100
$3.04M 0.17%
+18,139
2 3
4
5 6