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
$1.91B
AUM Growth
+$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,209
New
Increased
Reduced
Closed

Top Buys

1
+$38.9M
2
+$26.3M
3
+$17M
4
AMZN icon
Amazon
AMZN
+$16.9M
5
UNP icon
Union Pacific
UNP
+$16.3M

Top Sells

1
+$22.6M
2
+$20.3M
3
+$18.7M
4
CONE
CyrusOne Inc Common Stock
CONE
+$15M
5
RJF icon
Raymond James Financial
RJF
+$14.6M

Sector Composition

1 Financials 20.14%
2 Consumer Discretionary 13.72%
3 Industrials 10.77%
4 Healthcare 9.83%
5 Technology 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.18M 0.17%
14,301
-11,983
127
$3.18M 0.17%
27,863
-3,574
128
$3.14M 0.16%
37,780
+9,567
129
$3.13M 0.16%
63,012
-55,131
130
$3.12M 0.16%
+30,753
131
$3.11M 0.16%
56,466
+24,266
132
$3.1M 0.16%
34,403
+6,984
133
$3.06M 0.16%
17,784
+9,094
134
$3.06M 0.16%
226,083
+32,596
135
$3.05M 0.16%
46,010
+994
136
$3.05M 0.16%
16,619
+9,272
137
$3.04M 0.16%
20,144
+4,542
138
$3.03M 0.16%
64,940
+3,020
139
$2.98M 0.16%
44,392
+12,395
140
$2.96M 0.16%
+83,307
141
$2.95M 0.15%
34,798
+29,151
142
$2.94M 0.15%
37,012
+7,161
143
$2.92M 0.15%
+15,476
144
$2.91M 0.15%
20,742
+10,467
145
$2.91M 0.15%
60,065
+27,679
146
$2.91M 0.15%
109,574
+9,418
147
$2.9M 0.15%
18,829
+14,600
148
$2.89M 0.15%
+41,347
149
$2.88M 0.15%
62,930
+55,872
150
$2.87M 0.15%
10,515
+284
4 5
6
7 8