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
1476
– –
-43,887
1477
– –
-10,322
1478
– –
-10,013
1479
– –
-18,778
1480
– –
-15,994
1481
– –
-11,238
1482
– –
-11,493
1483
– –
-16,883
1484
– –
-20,363
1485
– –
-24,487
1486
– –
-9,594
1487
– –
-62,125
1488
– –
-41,441
1489
– –
-6,761
1490
– –
-44,798
1491
– –
-1,457
1492
– –
-11,082
1493
– –
-24,032
1494
– –
-132
1495
– –
-19,876
1496
– –
-36,299
1497
– –
-59,467
1498
– –
-11,422
1499
– –
-35,639
1500
– –
-22,018
58 59
60
61 62