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
$1.78B
AUM Growth
-$77.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,540
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$12.4M
3
+$11.9M
4
AIG icon
American International
AIG
+$11.4M
5
RJF icon
Raymond James Financial
RJF
+$11.1M

Top Sells

1
+$43.7M
2
+$37.4M
3
+$26.1M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$22.6M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$18M

Sector Composition

1 Financials 20.75%
2 Technology 13.24%
3 Consumer Discretionary 12.39%
4 Healthcare 11.67%
5 Industrials 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.44M 0.14%
15,699
-5,673
127
$2.42M 0.14%
5,699
-231
128
$2.41M 0.13%
122,324
+9,589
129
$2.39M 0.13%
4,181
-494
130
$2.39M 0.13%
48,430
-9,230
131
$2.38M 0.13%
31,254
+16,380
132
$2.38M 0.13%
11,605
+3,256
133
$2.37M 0.13%
22,948
+1,038
134
$2.37M 0.13%
48,428
+10,801
135
$2.34M 0.13%
33,240
+12,771
136
$2.34M 0.13%
58,822
+21,060
137
$2.33M 0.13%
41,503
-3,668
138
$2.33M 0.13%
23,171
-4,568
139
$2.3M 0.13%
9,516
+3,198
140
$2.3M 0.13%
39,099
+16,264
141
$2.3M 0.13%
22,240
+7,616
142
$2.28M 0.13%
39,832
-6,205
143
$2.27M 0.13%
129,031
-27,203
144
$2.25M 0.13%
31,069
-9,664
145
$2.24M 0.13%
8,575
+2,493
146
$2.24M 0.13%
58,069
-15,786
147
$2.23M 0.13%
7,869
+1,977
148
$2.23M 0.12%
8,229
-10,276
149
$2.22M 0.12%
19,378
-108,646
150
$2.22M 0.12%
18,599
-1,000
4 5
6
7 8