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
1151
$222K 0.02%
77,952
-58,786
1152
$222K 0.02%
2,424
-16,514
1153
$222K 0.02%
16,179
-31,999
1154
$220K 0.02%
13,758
+3,563
1155
$220K 0.02%
7,188
-18,243
1156
$220K 0.02%
+5,837
1157
$219K 0.02%
+16,142
1158
$219K 0.02%
32,896
-20,570
1159
$218K 0.02%
+14,850
1160
$217K 0.02%
+3,097
1161
$216K 0.02%
+1,486
1162
$215K 0.02%
7,907
-41,672
1163
$215K 0.02%
40,799
-121,095
1164
$214K 0.02%
54,400
-116,426
1165
$214K 0.02%
163,171
-141,789
1166
$213K 0.02%
613
-14,757
1167
$213K 0.02%
32,448
-56,750
1168
$213K 0.02%
6,442
-16,247
1169
$213K 0.02%
1,090
-1,637
1170
$213K 0.02%
7,182
-16,327
1171
$211K 0.02%
+14,177
1172
$211K 0.02%
1,077
+224
1173
$210K 0.02%
46,270
-19,453
1174
$210K 0.02%
+20,545
1175
$210K 0.02%
20,297
-41,053
45 46
47
48 49