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
1201
$224K 0.01%
1,154
-1,240
1202
$223K 0.01%
4,663
-6,501
1203
$223K 0.01%
+9,907
1204
$223K 0.01%
8,129
+20
1205
$222K 0.01%
6,679
-9,517
1206
$222K 0.01%
+6,552
1207
$222K 0.01%
10,691
-2,109
1208
$221K 0.01%
+11,600
1209
$220K 0.01%
9,539
-6,136
1210
$220K 0.01%
140,299
+28,460
1211
$220K 0.01%
11,216
-9,324
1212
$219K 0.01%
46,031
-10,347
1213
$219K 0.01%
2,537
-11,959
1214
$218K 0.01%
15,984
+4,492
1215
$218K 0.01%
17,965
-23,092
1216
$217K 0.01%
6,484
+1,234
1217
$216K 0.01%
18,885
-3,035
1218
$216K 0.01%
+1,687
1219
$216K 0.01%
6,452
+163
1220
$215K 0.01%
+531
1221
$215K 0.01%
4,680
-1,448
1222
$214K 0.01%
625
-1,624
1223
$213K 0.01%
27,782
-20,423
1224
$212K 0.01%
+3,582
1225
$212K 0.01%
+7,263
47 48
49
50 51