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
126
$1.9M 0.14%
5,265
-15,463
127
$1.89M 0.14%
5,472
-8,316
128
$1.89M 0.14%
19,374
-66,736
129
$1.89M 0.14%
42,471
-73,913
130
$1.87M 0.14%
13,895
-89,204
131
$1.87M 0.14%
127,788
-248,545
132
$1.86M 0.13%
16,087
-640
133
$1.86M 0.13%
+10,234
134
$1.85M 0.13%
47,730
-174,640
135
$1.84M 0.13%
91,640
-18,910
136
$1.84M 0.13%
8,970
-14,493
137
$1.84M 0.13%
71,730
-136,228
138
$1.83M 0.13%
19,750
-47,636
139
$1.83M 0.13%
25,350
140
$1.83M 0.13%
7,921
-24,939
141
$1.82M 0.13%
26,635
-66,894
142
$1.82M 0.13%
32,417
-47,087
143
$1.82M 0.13%
13,499
-35,517
144
$1.81M 0.13%
71,270
-136,806
145
$1.81M 0.13%
3,389
-6,466
146
$1.81M 0.13%
12,136
+6,921
147
$1.78M 0.13%
+28,551
148
$1.77M 0.13%
17,831
-40,307
149
$1.76M 0.13%
47,518
-122,278
150
$1.76M 0.13%
582
-848
4 5
6
7 8