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
1126
$278K 0.02%
6,466
+413
1127
$278K 0.02%
15,182
-18,701
1128
$277K 0.02%
4,133
-986
1129
$277K 0.02%
16,576
-22,986
1130
$274K 0.02%
16,839
-12,265
1131
$274K 0.02%
21,124
+2,501
1132
$273K 0.02%
4,423
-11,908
1133
$273K 0.02%
2,917
+588
1134
$273K 0.02%
8,527
-426
1135
$273K 0.02%
+5,919
1136
$272K 0.02%
7,585
+1,375
1137
$272K 0.02%
26,611
+2,702
1138
$270K 0.02%
36,544
-5,378
1139
$269K 0.02%
37,853
-58
1140
$269K 0.02%
+6,577
1141
$268K 0.02%
2,351
-89
1142
$267K 0.02%
48,285
+7,147
1143
$266K 0.01%
57,245
-8,079
1144
$265K 0.01%
435
-75
1145
$264K 0.01%
7,480
-2,106
1146
$264K 0.01%
11,583
-12,830
1147
$261K 0.01%
+4,260
1148
$261K 0.01%
10,054
-10,532
1149
$261K 0.01%
3,444
-2,600
1150
$259K 0.01%
+2,196
44 45
46
47 48