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
1401
– –
-16,512
1402
– –
-134,678
1403
– –
-27,831
1404
– –
-6,100
1405
– –
-20,969
1406
– –
-16,681
1407
– –
-14,915
1408
– –
-5,578
1409
– –
-7,405
1410
– –
-54,142
1411
– –
-32,465
1412
– –
-27,687
1413
– –
-12,841
1414
– –
-811
1415
– –
-115,734
1416
– –
-7,644
1417
– –
-31,625
1418
– –
-36,918
1419
– –
-9,424
1420
– –
-26,828
1421
– –
-28,858
1422
– –
-33,268
1423
– –
-32,854
1424
– –
-10,121
1425
– –
-3,642
55 56
57
58 59