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
1226
$211K 0.01%
453
-663
1227
$210K 0.01%
3,900
-485
1228
$209K 0.01%
11,914
+869
1229
$209K 0.01%
+2,909
1230
$206K 0.01%
+1,050
1231
$206K 0.01%
+11,926
1232
$206K 0.01%
4,998
-5,971
1233
$206K 0.01%
3,044
-901
1234
$205K 0.01%
20,108
+976
1235
$204K 0.01%
4,319
-6,038
1236
$204K 0.01%
31,296
-2,666
1237
$204K 0.01%
1,391
-1,032
1238
$203K 0.01%
+1,123
1239
$203K 0.01%
2,872
-2,091
1240
$202K 0.01%
4,307
-136
1241
$202K 0.01%
9,501
-1,902
1242
$201K 0.01%
2,337
+297
1243
$200K 0.01%
4,209
-2,945
1244
$199K 0.01%
31,615
+3,148
1245
$194K 0.01%
12,785
-10,969
1246
$193K 0.01%
24,040
+864
1247
$188K 0.01%
+25,000
1248
$186K 0.01%
27,764
+13,446
1249
$182K 0.01%
+54,056
1250
$182K 0.01%
+19,693
48 49
50
51 52