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
1051
$295K 0.02%
166,728
-153,651
1052
$295K 0.02%
68,710
-33,226
1053
$295K 0.02%
6,610
-991
1054
$295K 0.02%
41,720
-131,581
1055
$295K 0.02%
9,965
-138,091
1056
$294K 0.02%
8,667
-4,236
1057
$293K 0.02%
+4,519
1058
$293K 0.02%
11,218
-10,116
1059
$293K 0.02%
+15,270
1060
$292K 0.02%
33,370
-71,113
1061
$291K 0.02%
7,351
-9,135
1062
$290K 0.02%
4,541
-22,447
1063
$288K 0.02%
24,198
-7,602
1064
$288K 0.02%
13,621
-55,990
1065
$287K 0.02%
85,874
+26,640
1066
$287K 0.02%
4,026
-18,990
1067
$287K 0.02%
6,599
+1,200
1068
$287K 0.02%
11,060
-4,361
1069
$286K 0.02%
3,726
-13,098
1070
$281K 0.02%
25,171
-63,371
1071
$281K 0.02%
+6,041
1072
$280K 0.02%
9,652
-17,752
1073
$279K 0.02%
+7,054
1074
$277K 0.02%
20,239
-3,649
1075
$276K 0.02%
+6,374
41 42
43
44 45