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
1201
$187K 0.01%
12,464
-36,421
1202
$187K 0.01%
16,831
-21,450
1203
$184K 0.01%
10,455
-247,015
1204
$183K 0.01%
18,413
-21,483
1205
$181K 0.01%
13,395
-17,465
1206
$178K 0.01%
5,346
-2,979
1207
$176K 0.01%
33,462
-30,028
1208
$175K 0.01%
42,891
-24,203
1209
$174K 0.01%
23,804
-43,935
1210
$172K 0.01%
33,938
-70,805
1211
$171K 0.01%
+1,433
1212
$170K 0.01%
3,144
-18,681
1213
$169K 0.01%
34,474
-20,983
1214
$169K 0.01%
19,067
+8,526
1215
$169K 0.01%
12,371
-16,728
1216
$166K 0.01%
1,561
-2,184
1217
$166K 0.01%
12,344
-38,201
1218
$166K 0.01%
+11,595
1219
$165K 0.01%
30,486
-87,284
1220
$165K 0.01%
19,668
-30,754
1221
$162K 0.01%
388
-547
1222
$162K 0.01%
16,918
-13,968
1223
$161K 0.01%
11,724
-1,833
1224
$152K 0.01%
+14,921
1225
$151K 0.01%
18,989
-45,159
47 48
49
50 51