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
976
$343K 0.02%
+2,745
977
$343K 0.02%
6,885
-59,881
978
$341K 0.02%
177,346
-302,340
979
$340K 0.02%
24,851
-158,717
980
$340K 0.02%
2,687
-327
981
$340K 0.02%
2,374
-1,313
982
$339K 0.02%
+3,730
983
$338K 0.02%
1,212
-6,946
984
$337K 0.02%
27,992
-25,213
985
$337K 0.02%
+3,674
986
$337K 0.02%
5,512
-15,642
987
$337K 0.02%
8,328
-14,554
988
$335K 0.02%
50,500
989
$334K 0.02%
36,881
-90,840
990
$333K 0.02%
38,387
-16,561
991
$333K 0.02%
+9,927
992
$331K 0.02%
10,948
+3,247
993
$331K 0.02%
9,188
-12,845
994
$331K 0.02%
+6,828
995
$330K 0.02%
+10,753
996
$330K 0.02%
14,484
-21,434
997
$329K 0.02%
11,642
-16,081
998
$329K 0.02%
3,706
-16,376
999
$328K 0.02%
8,848
-8,928
1000
$328K 0.02%
8,144
-7,125
38 39
40
41 42