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
1051
$335K 0.02%
9,073
-2,876
1052
$334K 0.02%
13,350
+686
1053
$331K 0.02%
+833
1054
$330K 0.02%
9,884
-2,064
1055
$328K 0.02%
3,866
-96
1056
$328K 0.02%
9,277
+3,266
1057
$326K 0.02%
+3,004
1058
$326K 0.02%
22,574
-5,033
1059
$326K 0.02%
17,115
-3,424
1060
$326K 0.02%
+4,412
1061
$325K 0.02%
11,083
+3,477
1062
$324K 0.02%
+3,945
1063
$323K 0.02%
6,664
+621
1064
$320K 0.02%
9,700
-3,072
1065
$319K 0.02%
5,451
-1,647
1066
$317K 0.02%
+10,114
1067
$317K 0.02%
15,055
+6,119
1068
$314K 0.02%
+12,999
1069
$314K 0.02%
24,048
+7,185
1070
$314K 0.02%
9,260
+1,241
1071
$313K 0.02%
18,214
+2,084
1072
$313K 0.02%
46,171
+4,195
1073
$312K 0.02%
+11,487
1074
$312K 0.02%
39,767
+918
1075
$311K 0.02%
13,749
-1,775
41 42
43
44 45