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
1026
$311K 0.02%
12,208
-57,008
1027
$310K 0.02%
3,371
-11,854
1028
$310K 0.02%
37,957
-43,963
1029
$309K 0.02%
17,298
-16,705
1030
$308K 0.02%
4,168
-19,369
1031
$308K 0.02%
7,244
-39,661
1032
$307K 0.02%
11,785
-97,226
1033
$307K 0.02%
8,254
-35,883
1034
$307K 0.02%
14,468
-30,358
1035
$307K 0.02%
1,227
-1,823
1036
$306K 0.02%
1,664
-6,862
1037
$306K 0.02%
32,796
-20,783
1038
$306K 0.02%
8,999
-18,299
1039
$306K 0.02%
68,688
-125,654
1040
$305K 0.02%
61,945
-119,997
1041
$305K 0.02%
+17,466
1042
$303K 0.02%
80,123
-120,048
1043
$302K 0.02%
1,518
-2,791
1044
$302K 0.02%
25,854
-21,324
1045
$301K 0.02%
164,402
-207,685
1046
$299K 0.02%
8,698
-26,353
1047
$298K 0.02%
2,589
-2,980
1048
$298K 0.02%
22,482
-25,217
1049
$297K 0.02%
29,011
-34,668
1050
$296K 0.02%
1,482
-38,818
40 41
42
43 44