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
1526
– –
-8,252
1527
– –
-26,680
1528
– –
-29,522
1529
– –
-54,510
1530
– –
-84,831
1531
– –
-15,257
1532
– –
-3,478
1533
– –
-35,992
1534
– –
-11,975
1535
– –
-16,240
1536
– –
-2,009
1537
– –
-5,907
1538
– –
-73,766
1539
– –
-15,459
1540
– –
-44,162
1541
– –
-112,987
1542
– –
-46,487
1543
– –
-3,645
1544
– –
-45,160
1545
– –
-16,559
1546
– –
-47,559
1547
– –
-6,135
1548
– –
-24,072
1549
– –
-24,540
1550
– –
-50,050
60 61
62
63 64