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
101
$3.04M 0.17%
741
-1
102
$3.02M 0.17%
116,354
-24,156
103
$2.99M 0.17%
88,885
+28,249
104
$2.97M 0.17%
136,419
-38,451
105
$2.92M 0.16%
86,812
+15,208
106
$2.84M 0.16%
11,773
+3,043
107
$2.84M 0.16%
17,280
-3,920
108
$2.83M 0.16%
10,364
+2,075
109
$2.83M 0.16%
8,554
+4,434
110
$2.82M 0.16%
45,879
+2,926
111
$2.8M 0.16%
50,376
+3,245
112
$2.8M 0.16%
72,302
+4,467
113
$2.77M 0.16%
31,486
-5,630
114
$2.76M 0.15%
8,337
+5,355
115
$2.7M 0.15%
818
+160
116
$2.69M 0.15%
57,115
+11,918
117
$2.67M 0.15%
21,198
-1,637
118
$2.64M 0.15%
7,794
+172
119
$2.62M 0.15%
18,553
+1,803
120
$2.61M 0.15%
13,817
-1,906
121
$2.58M 0.14%
24,139
+4,839
122
$2.58M 0.14%
61,655
+9,448
123
$2.56M 0.14%
70,707
+15,797
124
$2.52M 0.14%
14,121
+1,509
125
$2.51M 0.14%
30,688
+1,736
3 4
5
6 7