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
1326
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-37,307
1327
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-129,458
1328
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-17,211
1329
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-17,992
1330
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1331
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-10,421
1332
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-64,652
1333
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-10,493
1334
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-24,167
1335
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-52,525
1336
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-17,072
1337
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-19,009
1338
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-19,750
1339
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-14,741
1340
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-13,679
1341
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-13,539
1342
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-73,937
1343
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-35,937
1344
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1345
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-39,195
1346
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-74,697
1347
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-97,592
1348
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-78,655
1349
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-43,990
1350
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-562,376
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