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
1001
$327K 0.02%
4,196
-6,979
1002
$327K 0.02%
17,897
-14,161
1003
$327K 0.02%
14,809
-7,470
1004
$326K 0.02%
11,894
-29,645
1005
$325K 0.02%
10,821
-28,979
1006
$325K 0.02%
3,522
-25,394
1007
$324K 0.02%
30,682
-149,422
1008
$322K 0.02%
11,639
-22,871
1009
$321K 0.02%
21,582
-28,813
1010
$321K 0.02%
1,443
-444
1011
$321K 0.02%
1,390,248
+672,366
1012
$320K 0.02%
+1,832
1013
$320K 0.02%
13,375
-16,110
1014
$319K 0.02%
+7,406
1015
$319K 0.02%
31,580
-26,396
1016
$317K 0.02%
+1,179
1017
$317K 0.02%
14,101
-14,824
1018
$317K 0.02%
47,420
-1,122
1019
$315K 0.02%
3,327
-31,552
1020
$315K 0.02%
7,074
-7,778
1021
$314K 0.02%
2,823
-3,340
1022
$314K 0.02%
+15,291
1023
$313K 0.02%
+6,786
1024
$313K 0.02%
53,903
-148,963
1025
$311K 0.02%
+14,269
39 40
41
42 43