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
1101
$259K 0.02%
37,771
-53,991
1102
$258K 0.02%
2,438
-20,281
1103
$258K 0.02%
1,724
-9,324
1104
$256K 0.02%
7,147
-18,741
1105
$256K 0.02%
797
-1,718
1106
$255K 0.02%
87,724
-124,053
1107
$254K 0.02%
20,357
-37,969
1108
$254K 0.02%
60,577
-37,719
1109
$253K 0.02%
+64,091
1110
$252K 0.02%
+6,111
1111
$252K 0.02%
2,753
-1,274
1112
$252K 0.02%
9,402
-12,999
1113
$250K 0.02%
1,747
-1,518
1114
$248K 0.02%
+9,995
1115
$247K 0.02%
3,528
-30,881
1116
$247K 0.02%
15,521
-71,408
1117
$245K 0.02%
+6,238
1118
$245K 0.02%
780
-1,453
1119
$245K 0.02%
4,337
-24,700
1120
$244K 0.02%
33,940
-94,954
1121
$244K 0.02%
+15,894
1122
$244K 0.02%
7,694
-17,808
1123
$244K 0.02%
58,053
-178,708
1124
$242K 0.02%
4,080
-63,468
1125
$242K 0.02%
+16,592
43 44
45
46 47