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
$1.91B
AUM Growth
+$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,209
New
Increased
Reduced
Closed

Top Buys

1
+$38.9M
2
+$26.3M
3
+$17M
4
AMZN icon
Amazon
AMZN
+$16.9M
5
UNP icon
Union Pacific
UNP
+$16.3M

Top Sells

1
+$22.6M
2
+$20.3M
3
+$18.7M
4
CONE
CyrusOne Inc Common Stock
CONE
+$15M
5
RJF icon
Raymond James Financial
RJF
+$14.6M

Sector Composition

1 Financials 20.14%
2 Consumer Discretionary 13.72%
3 Industrials 10.77%
4 Healthcare 9.83%
5 Technology 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
– –
-11,829
1002
– –
-10,055
1003
– –
-24,465
1004
– –
-4,808
1005
– –
-32,744
1006
– –
-13,781
1007
– –
-2,892
1008
– –
-42,407
1009
– –
-14,845
1010
– –
-18,714
1011
– –
-8,576
1012
– –
-8,097
1013
– –
-6,910
1014
– –
-29,524
1015
– –
-145,804
1016
– –
-1,525
1017
– –
-11,804
1018
– –
-959
1019
– –
-7,481
1020
– –
-8,769
1021
– –
-87
1022
– –
-3,729
1023
– –
-7,840
1024
– –
-43,950
1025
– –
-21,064
39 40
41
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