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
$1.48B
AUM Growth
+$64.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
778
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$20.4M
3
+$20.3M
4
BK icon
Bank of New York Mellon
BK
+$20.1M
5
IP icon
International Paper
IP
+$19.3M

Top Sells

1
+$55.6M
2
+$34.8M
3
+$26.3M
4
STT icon
State Street
STT
+$25.9M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$24M

Sector Composition

1 Financials 20.71%
2 Consumer Discretionary 17.91%
3 Industrials 15.86%
4 Technology 13.93%
5 Healthcare 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.79M 0.19%
57,285
-11,492
102
$2.73M 0.18%
+95,266
103
$2.65M 0.18%
3,115
-7,760
104
$2.61M 0.18%
33,564
+29,593
105
$2.58M 0.17%
107,062
-562
106
$2.57M 0.17%
+29,488
107
$2.55M 0.17%
44,642
+29,060
108
$2.36M 0.16%
9,161
-2,102
109
$2.34M 0.16%
+9,083
110
$2.27M 0.15%
+24,256
111
$2.23M 0.15%
+67,294
112
$2.22M 0.15%
8,917
+5,865
113
$2.18M 0.15%
+8,462
114
$2.18M 0.15%
23,590
+7,052
115
$2.16M 0.15%
8,632
-1,998
116
$2.14M 0.14%
42,819
-30,484
117
$2.13M 0.14%
+8,383
118
$2.11M 0.14%
+64,225
119
$2.1M 0.14%
252,834
+123,353
120
$2.08M 0.14%
+2,648
121
$2.07M 0.14%
5,357
122
$2.05M 0.14%
106,636
+52,337
123
$2.03M 0.14%
+56,242
124
$2.02M 0.14%
140,992
+70,795
125
$2.01M 0.14%
64,516
-67,913
3 4
5
6 7