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
1101
$295K 0.02%
2,623
-12,358
1102
$295K 0.02%
17,527
-8,867
1103
$294K 0.02%
33,713
-14,468
1104
$293K 0.02%
11,963
-12,229
1105
$293K 0.02%
15,876
-1,322
1106
$292K 0.02%
3,746
-1,975
1107
$292K 0.02%
43,865
+20,381
1108
$291K 0.02%
13,237
+92
1109
$291K 0.02%
346,636
+39,374
1110
$290K 0.02%
15,587
+7
1111
$290K 0.02%
97,969
-196
1112
$289K 0.02%
40,551
-435
1113
$288K 0.02%
40,784
-2,257
1114
$287K 0.02%
4,915
-6,730
1115
$287K 0.02%
9,695
-6,687
1116
$287K 0.02%
+12,782
1117
$286K 0.02%
47,799
+1,513
1118
$286K 0.02%
10,209
-981
1119
$285K 0.02%
15,144
-1,704
1120
$285K 0.02%
+1,652
1121
$285K 0.02%
10,350
-5,350
1122
$283K 0.02%
41,624
-20,630
1123
$282K 0.02%
1,160
-799
1124
$281K 0.02%
+7,079
1125
$279K 0.02%
3,081
-711
43 44
45
46 47