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
101
$2.04M 0.15%
67,341
-69,006
102
$2.03M 0.15%
14,177
-22,639
103
$2.01M 0.15%
20,332
-23,809
104
$2.01M 0.14%
16,926
+11,928
105
$2M 0.14%
72,300
-226,700
106
$1.99M 0.14%
1,749
-2,609
107
$1.99M 0.14%
56,700
-82,447
108
$1.98M 0.14%
22,352
-70,238
109
$1.97M 0.14%
26,105
-35,658
110
$1.97M 0.14%
3,423
-8,510
111
$1.96M 0.14%
11,120
-3,808
112
$1.96M 0.14%
25,090
-34,776
113
$1.95M 0.14%
49,686
-109,748
114
$1.95M 0.14%
4,033
-7,151
115
$1.95M 0.14%
37,291
-51,872
116
$1.95M 0.14%
69,230
-171,055
117
$1.95M 0.14%
35,473
-3,567
118
$1.94M 0.14%
1,638
-4,405
119
$1.94M 0.14%
27,784
-80,226
120
$1.93M 0.14%
7,814
-27,670
121
$1.93M 0.14%
49,084
-125,629
122
$1.92M 0.14%
14,219
-20,053
123
$1.92M 0.14%
13,834
-17,710
124
$1.92M 0.14%
78,060
-94,176
125
$1.91M 0.14%
+12,546
3 4
5
6 7