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
$1.48B
AUM Growth
+$64.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
778
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$20.4M
3
+$20.3M
4
BK icon
Bank of New York Mellon
BK
+$20.1M
5
IP icon
International Paper
IP
+$19.3M

Top Sells

1
+$55.6M
2
+$34.8M
3
+$26.3M
4
STT icon
State Street
STT
+$25.9M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$24M

Sector Composition

1 Financials 20.71%
2 Consumer Discretionary 17.91%
3 Industrials 15.86%
4 Technology 13.93%
5 Healthcare 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.01M 0.14%
40,997
+12,188
127
$1.97M 0.13%
+145,411
128
$1.96M 0.13%
+26,964
129
$1.94M 0.13%
40,569
+7,635
130
$1.91M 0.13%
107,677
+7,645
131
$1.9M 0.13%
+48,500
132
$1.83M 0.12%
58,428
+22,683
133
$1.81M 0.12%
+27,441
134
$1.8M 0.12%
32,485
+18,842
135
$1.8M 0.12%
+20,395
136
$1.76M 0.12%
12,106
-181,520
137
$1.73M 0.12%
+10,642
138
$1.67M 0.11%
1,019
-676
139
$1.67M 0.11%
+7,424
140
$1.67M 0.11%
26,500
141
$1.63M 0.11%
25,350
142
$1.62M 0.11%
+56,557
143
$1.58M 0.11%
16,108
+3,039
144
$1.54M 0.1%
+45,585
145
$1.53M 0.1%
+2,592
146
$1.51M 0.1%
+29,605
147
$1.5M 0.1%
4,364
-60
148
$1.49M 0.1%
14,883
-12,659
149
$1.49M 0.1%
38,232
+29,294
150
$1.49M 0.1%
+19,220
4 5
6
7 8