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
1501
– –
-79,679
1502
– –
-2,489
1503
– –
-24,504
1504
– –
-43,076
1505
– –
-24,402
1506
– –
-18,217
1507
– –
-10,254
1508
– –
-118,704
1509
– –
-32,180
1510
– –
-57,615
1511
– –
-26,981
1512
– –
-2,276
1513
– –
-6,794
1514
– –
-7,512
1515
– –
-41,733
1516
– –
-1,710
1517
– –
-13,477
1518
– –
-24,622
1519
– –
-39,087
1520
– –
-14,172
1521
– –
-11,769
1522
– –
-14,655
1523
– –
-26,345
1524
– –
-5,202
1525
– –
-22,877
59 60
61
62 63