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
1576
– –
-7,374
1577
– –
-7,100
1578
– –
-65,167
1579
– –
-37,886
1580
– –
-29,775
1581
– –
-10,266
1582
– –
-20,765
1583
– –
-25,641
1584
– –
-8,145
1585
– –
-52,481
1586
– –
-10,589
1587
– –
-37,323
1588
– –
-76,808
1589
– –
-21,369
1590
– –
-5,894
1591
– –
-171,157
1592
– –
-26,241
1593
– –
-3,638
1594
– –
-62,455
1595
– –
-7,650
1596
– –
-8,280
1597
– –
-14,887
1598
– –
-15,369
1599
– –
-21,865
1600
– –
-39,667
61 62 63
64
65