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
1526
– –
-15,649
1527
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-68,170
1528
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-13,850
1529
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-41,969
1530
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-60,177
1531
– –
-3,268
1532
– –
-96,849
1533
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-20,413
1534
– –
-11,390
1535
– –
-111,612
1536
– –
-55,748
1537
– –
-5,907
1538
– –
-73,766
1539
– –
-15,459
1540
– –
-44,162
1541
– –
-73,937
1542
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-35,937
1543
– –
-101,531
1544
– –
-39,195
1545
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-74,697
1546
– –
-97,592
1547
– –
-21,903
1548
– –
-9,761
1549
– –
-87,169
1550
– –
-122,467
60 61
62
63 64