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
$1.48B
AUM Growth
+$64.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
778
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$20.4M
3
+$20.3M
4
BK icon
Bank of New York Mellon
BK
+$20.1M
5
IP icon
International Paper
IP
+$19.3M

Top Sells

1
+$55.6M
2
+$34.8M
3
+$26.3M
4
STT icon
State Street
STT
+$25.9M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$24M

Sector Composition

1 Financials 20.71%
2 Consumer Discretionary 17.91%
3 Industrials 15.86%
4 Technology 13.93%
5 Healthcare 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.94M 0.27%
+18,064
77
$3.93M 0.27%
78,743
+50,939
78
$3.92M 0.26%
191,982
+155,281
79
$3.86M 0.26%
29,987
-58,453
80
$3.67M 0.25%
+6,771
81
$3.57M 0.24%
+57,288
82
$3.55M 0.24%
+47,488
83
$3.52M 0.24%
6,336
-553
84
$3.4M 0.23%
+24,870
85
$3.39M 0.23%
134,185
+119,321
86
$3.33M 0.23%
+6,458
87
$3.33M 0.23%
26,914
+13,164
88
$3.31M 0.22%
65,808
+29,587
89
$3.3M 0.22%
+14,753
90
$3.3M 0.22%
+10,998
91
$3.28M 0.22%
289,160
+242,115
92
$3.27M 0.22%
+118,297
93
$3.26M 0.22%
46,290
-28,020
94
$3.15M 0.21%
28,603
+13,865
95
$3.11M 0.21%
27,030
-8,177
96
$3.08M 0.21%
+3,401
97
$3.02M 0.2%
89,493
-38,930
98
$2.84M 0.19%
32,364
+27,432
99
$2.83M 0.19%
+38,399
100
$2.79M 0.19%
90,285
-227,234
2 3
4
5 6