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
1226
$151K 0.01%
15,214
-29,045
1227
$150K 0.01%
41,285
-79,486
1228
$150K 0.01%
+13,022
1229
$149K 0.01%
17,371
-19,436
1230
$148K 0.01%
14,634
-3,144
1231
$148K 0.01%
+13,867
1232
$147K 0.01%
23,380
-88,288
1233
$146K 0.01%
14,861
-37,613
1234
$145K 0.01%
65,440
-3,663
1235
$145K 0.01%
42,057
-21,714
1236
$144K 0.01%
22,568
-25,890
1237
$138K 0.01%
14,038
-59,197
1238
$135K 0.01%
11,066
-38,452
1239
$131K 0.01%
89,239
-89,309
1240
$130K 0.01%
1,913
-2,838
1241
$129K 0.01%
13,058
-58,610
1242
$123K 0.01%
92
-572
1243
$121K 0.01%
+1,207
1244
$118K 0.01%
13,213
-2,327
1245
$116K 0.01%
+13,068
1246
$113K 0.01%
47,091
-214,049
1247
$112K 0.01%
+22,259
1248
$112K 0.01%
+10,645
1249
$111K 0.01%
30,146
-56,752
1250
$111K 0.01%
+11,285
48 49
50
51 52