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
1076
$275K 0.02%
31,364
-11,348
1077
$274K 0.02%
7,288
-9,064
1078
$274K 0.02%
+17,267
1079
$274K 0.02%
8,748
-101,013
1080
$274K 0.02%
+12,770
1081
$273K 0.02%
22,807
+1,479
1082
$273K 0.02%
19,350
+9,159
1083
$272K 0.02%
5,201
-17,675
1084
$272K 0.02%
+27,373
1085
$271K 0.02%
8,314
-25,106
1086
$269K 0.02%
+5,542
1087
$268K 0.02%
+6,947
1088
$268K 0.02%
+691
1089
$267K 0.02%
7,439
-5,082
1090
$267K 0.02%
8,452
-81,948
1091
$267K 0.02%
14,673
-47,272
1092
$267K 0.02%
30,813
+17,952
1093
$267K 0.02%
28,433
-18,833
1094
$266K 0.02%
4,506
-8,415
1095
$265K 0.02%
267
-267
1096
$263K 0.02%
6,381
-8,235
1097
$261K 0.02%
12,099
-14,205
1098
$261K 0.02%
954
-34,194
1099
$261K 0.02%
+6,048
1100
$260K 0.02%
+1,107
42 43
44
45 46