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
1126
$241K 0.02%
33,769
-53,310
1127
$239K 0.02%
12,090
-22,218
1128
$239K 0.02%
12,936
-20,621
1129
$239K 0.02%
21,175
-104,808
1130
$239K 0.02%
11,591
-21,633
1131
$238K 0.02%
13,552
-22,050
1132
$236K 0.02%
57,637
-93,434
1133
$235K 0.02%
7,306
-12,476
1134
$235K 0.02%
15,917
-98,016
1135
$234K 0.02%
23,970
-88,863
1136
$232K 0.02%
+5,394
1137
$231K 0.02%
20,905
-42,787
1138
$231K 0.02%
15,210
-35,553
1139
$231K 0.02%
5,227
-13,073
1140
$230K 0.02%
9,024
-23,264
1141
$229K 0.02%
5,240
-490
1142
$229K 0.02%
901
-2,696
1143
$229K 0.02%
+5,685
1144
$227K 0.02%
+4,831
1145
$227K 0.02%
17,997
-15,022
1146
$227K 0.02%
1,493
-4,455
1147
$226K 0.02%
6,342
-33,473
1148
$226K 0.02%
+13,002
1149
$223K 0.02%
8,080
-17,226
1150
$223K 0.02%
6,527
-26,694
44 45
46
47 48