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
1076
$311K 0.02%
+5,690
1077
$311K 0.02%
25,533
+728
1078
$310K 0.02%
4,114
+1,978
1079
$309K 0.02%
+870
1080
$308K 0.02%
23,555
-3,928
1081
$307K 0.02%
9,494
-1,508
1082
$307K 0.02%
27,459
-23,545
1083
$306K 0.02%
4,607
+479
1084
$306K 0.02%
3,769
+56
1085
$305K 0.02%
19,368
+809
1086
$305K 0.02%
82,412
-2,224
1087
$304K 0.02%
53,545
-14,810
1088
$303K 0.02%
2,041
-1,607
1089
$303K 0.02%
2,798
-930
1090
$303K 0.02%
5,139
+551
1091
$302K 0.02%
7,017
-6,072
1092
$302K 0.02%
368,637
+43,600
1093
$300K 0.02%
13,047
-4,948
1094
$300K 0.02%
19,793
+759
1095
$299K 0.02%
14,717
-12,884
1096
$299K 0.02%
+15,906
1097
$298K 0.02%
22,660
-20,610
1098
$297K 0.02%
44,319
-81,897
1099
$296K 0.02%
+4,807
1100
$296K 0.02%
7,674
-610
42 43
44
45 46