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
1026
$359K 0.02%
31,233
-3,214
1027
$359K 0.02%
30,941
+1,695
1028
$359K 0.02%
4,076
-3,596
1029
$356K 0.02%
1,910
+62
1030
$355K 0.02%
20,250
-1,577
1031
$354K 0.02%
27,639
-3,279
1032
$354K 0.02%
+1,352
1033
$351K 0.02%
30,445
+15,910
1034
$350K 0.02%
16,297
+1,377
1035
$349K 0.02%
11,113
+2,521
1036
$348K 0.02%
+18,118
1037
$348K 0.02%
17,255
-11,343
1038
$346K 0.02%
31,215
-4,421
1039
$345K 0.02%
8,745
+3,826
1040
$345K 0.02%
82,967
+2,390
1041
$342K 0.02%
7,197
-2,078
1042
$340K 0.02%
14,016
-858
1043
$340K 0.02%
3,137
-1,647
1044
$340K 0.02%
49,697
+27,690
1045
$339K 0.02%
4,642
+1,997
1046
$338K 0.02%
37,144
-1,542
1047
$338K 0.02%
10,679
+2,260
1048
$337K 0.02%
1,248
-1,289
1049
$337K 0.02%
+9,913
1050
$336K 0.02%
+8,755
40 41
42
43 44