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
1251
$111K 0.01%
19,235
-25,973
1252
$110K 0.01%
11,625
-17,235
1253
$110K 0.01%
11,695
-65,722
1254
$109K 0.01%
51,065
+3,430
1255
$107K 0.01%
3,286
-17,577
1256
$104K 0.01%
+11,712
1257
$100K 0.01%
+1,011
1258
$99K 0.01%
19,703
-74,725
1259
$98K 0.01%
39,086
-20,961
1260
$95K 0.01%
+1,494
1261
$95K 0.01%
10,506
-1,774
1262
$94K 0.01%
20,139
-25,960
1263
$93K 0.01%
7,743
-31,675
1264
$90K 0.01%
+12,303
1265
$90K 0.01%
15,565
-6,162
1266
$89K 0.01%
+41,101
1267
$88K 0.01%
31,820
-14,675
1268
$88K 0.01%
+1,581
1269
$84K 0.01%
127,423
-19,445
1270
$81K 0.01%
11,585
-7,058
1271
$79K 0.01%
74
-43
1272
$77K 0.01%
19,216
-98,041
1273
$72K 0.01%
+18,389
1274
$72K 0.01%
+11,197
1275
$71K 0.01%
1,351
-5,114
49 50
51
52 53