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
976
$398K 0.02%
8,342
+963
977
$394K 0.02%
+3,129
978
$394K 0.02%
16,614
-2,999
979
$394K 0.02%
20,791
+2,536
980
$391K 0.02%
19,075
+475
981
$391K 0.02%
+18,076
982
$391K 0.02%
2,825
-1,843
983
$390K 0.02%
6,509
-4,745
984
$389K 0.02%
10,939
+2,625
985
$388K 0.02%
10,811
+298
986
$388K 0.02%
7,324
-868
987
$387K 0.02%
+11,315
988
$387K 0.02%
21,940
-1,058
989
$385K 0.02%
26,111
+2,278
990
$385K 0.02%
15,771
-16,521
991
$383K 0.02%
33,639
+192
992
$383K 0.02%
20,390
+930
993
$382K 0.02%
17,838
-11,716
994
$380K 0.02%
16,347
+680
995
$378K 0.02%
5,285
-811
996
$378K 0.02%
3,909
-1,859
997
$378K 0.02%
1,606
-2,971
998
$377K 0.02%
20,134
+433
999
$377K 0.02%
31,549
-24,707
1000
$376K 0.02%
6,030
+1,468
38 39
40
41 42