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
1426
– –
-1,405
1427
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-56,749
1428
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-92,092
1429
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-21,060
1430
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-16,898
1431
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-13,159
1432
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-44,089
1433
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-26,374
1434
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-95,128
1435
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-17,014
1436
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-17,094
1437
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-16,612
1438
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-40,440
1439
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-173,416
1440
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-36,763
1441
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-76,833
1442
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-123,228
1443
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-16,653
1444
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-13,379
1445
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-10,116
1446
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-17,188
1447
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-29,681
1448
– –
-2,042
1449
– –
-51,145
1450
– –
-94,703
56 57
58
59 60