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
1276
$71K 0.01%
10,201
-23,231
1277
$69K 0.01%
16,375
-11,963
1278
$66K ﹤0.01%
11,205
-14,751
1279
$64K ﹤0.01%
44,589
-33,815
1280
$64K ﹤0.01%
1,054
-1,481
1281
$61K ﹤0.01%
34,771
-32,761
1282
$58K ﹤0.01%
1,980
-5,703
1283
$58K ﹤0.01%
+1,558
1284
$55K ﹤0.01%
+11,911
1285
$54K ﹤0.01%
798
-5,699
1286
$53K ﹤0.01%
19,167
+2,497
1287
$53K ﹤0.01%
+2,056
1288
$47K ﹤0.01%
29,513
-41,083
1289
$47K ﹤0.01%
20,431
-3,521
1290
$46K ﹤0.01%
17,029
-18,166
1291
$44K ﹤0.01%
1,856
-69
1292
$41K ﹤0.01%
+24,933
1293
$39K ﹤0.01%
16,818
-21,070
1294
$35K ﹤0.01%
1,911
-1,523
1295
$21K ﹤0.01%
24,121
-10,052
1296
$18K ﹤0.01%
36,159
+8,468
1297
$18K ﹤0.01%
34
-28
1298
– –
-20,593
1299
– –
-15,649
1300
– –
-17,444
50 51
52
53 54