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
1301
– –
-13,580
1302
– –
-4,581
1303
– –
-26,125
1304
– –
-30,125
1305
– –
-36,761
1306
– –
-68,170
1307
– –
-13,850
1308
– –
-41,969
1309
– –
-60,177
1310
– –
-3,268
1311
– –
-96,849
1312
– –
-20,413
1313
– –
-11,390
1314
– –
-111,612
1315
– –
-55,748
1316
– –
-1,657
1317
– –
-75,430
1318
– –
-31,506
1319
– –
-149,445
1320
– –
-1,056
1321
– –
-23,000
1322
– –
-12,148
1323
– –
-61,045
1324
– –
-18,750
1325
– –
-83,258
51 52
53
54 55