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
1176
$209K 0.02%
11,506
-24,417
1177
$208K 0.02%
1,250
-2,193
1178
$208K 0.02%
+17,044
1179
$208K 0.02%
2,232
-11,596
1180
$207K 0.01%
10,706
-48,666
1181
$207K 0.01%
+5,261
1182
$207K 0.01%
13,219
-21,597
1183
$206K 0.01%
+12,053
1184
$206K 0.01%
+11,015
1185
$206K 0.01%
+3,992
1186
$205K 0.01%
+1,578
1187
$203K 0.01%
5,399
-6,288
1188
$202K 0.01%
7,934
-11,164
1189
$202K 0.01%
+6,468
1190
$201K 0.01%
18,810
-43,539
1191
$200K 0.01%
30,669
-15,160
1192
$198K 0.01%
18,361
-37,398
1193
$195K 0.01%
10,129
-12,543
1194
$194K 0.01%
+22,914
1195
$193K 0.01%
+21,336
1196
$192K 0.01%
17,005
-58,635
1197
$192K 0.01%
26,612
-57,294
1198
$190K 0.01%
26,396
+4,577
1199
$189K 0.01%
+12,008
1200
$187K 0.01%
12,036
-14,868
46 47
48
49 50