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
1501
– –
-73,368
1502
– –
-130,052
1503
– –
-14,250
1504
– –
-10,966
1505
– –
-15,230
1506
– –
-15,819
1507
– –
-2,545
1508
– –
-2,680
1509
– –
-26,440
1510
– –
-46,901
1511
– –
-9,761
1512
– –
-87,169
1513
– –
-122,467
1514
– –
-20,603
1515
– –
-82,717
1516
– –
-19,044
1517
– –
-23,102
1518
– –
-19,501
1519
– –
-1,010
1520
– –
-57,887
1521
– –
-3,046
1522
– –
-142,571
1523
– –
-35,814
1524
– –
-2,983
1525
– –
-3,858
59 60
61
62 63