WG

Winton Group Portfolio holdings

AUM $2.67B
1-Year Est. Return 29.84%
This Quarter Est. Return
1 Year Est. Return
+29.84%
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
State Street Industrial Select Sector SPDR ETF
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
1451
– –
-76,833
1452
– –
-123,228
1453
– –
-16,653
1454
– –
-13,379
1455
– –
-11,975
1456
– –
-10,116
1457
– –
-17,188
1458
– –
-29,681
1459
– –
-2,042
1460
– –
-51,145
1461
– –
-94,703
1462
– –
-17,681
1463
– –
-13,281
1464
– –
-11,274
1465
– –
-4,661
1466
– –
-97,069
1467
– –
-25,005
1468
– –
-144,374
1469
– –
-29,198
1470
– –
-79,433
1471
– –
-14,238
1472
– –
-25,599
1473
– –
-16,378
1474
– –
-52,337
1475
– –
-11,287
57 58
59
60 61