WG

Winton Group Portfolio holdings

AUM $2.67B
1-Year Est. Return 29.84%
This Quarter Est. Return
1 Year Est. Return
+29.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.91B
AUM Growth
+$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,209
New
Increased
Reduced
Closed

Top Buys

1
+$38.9M
2
+$26.3M
3
+$17M
4
AMZN icon
Amazon
AMZN
+$16.9M
5
UNP icon
Union Pacific
UNP
+$16.3M

Top Sells

1
+$22.6M
2
+$20.3M
3
+$18.7M
4
CONE
CyrusOne Inc Common Stock
CONE
+$15M
5
RJF icon
Raymond James Financial
RJF
+$14.6M

Sector Composition

1 Financials 20.14%
2 Consumer Discretionary 13.72%
3 Industrials 10.77%
4 Healthcare 9.83%
5 Technology 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
– –
-9,085
1102
– –
-3,456
1103
– –
-7,690
1104
– –
-8,100
1105
– –
-1,058
1106
– –
-20,699
1107
– –
-9,382
1108
– –
-3,559
1109
– –
-16,883
1110
– –
-7,230
1111
– –
-33,417
1112
– –
-5,213
1113
– –
-4,830
1114
– –
-3,048
1115
– –
-13,812
1116
– –
-16,938
1117
– –
-2,076
1118
– –
-1,539
1119
– –
-6,603
1120
– –
-23,346
1121
– –
-785
1122
– –
-19,604
1123
– –
-2,191
1124
– –
-11,167
1125
– –
-421
43 44
45
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