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
1601
– –
-18,313
1602
– –
-17,715
1603
– –
-2,294
1604
– –
-12,078
1605
– –
-17,612
1606
– –
-1,851
1607
– –
-101,054
1608
– –
-4,092
1609
– –
-11,255
1610
– –
-4,137
1611
– –
-22,205
1612
– –
-36,428
1613
– –
-20,407
1614
– –
-6,608
1615
– –
-2,489
1616
– –
-24,504
1617
– –
-43,076
1618
– –
-18,217
1619
– –
-10,254
1620
– –
-31,477
1621
– –
-118,704
1622
– –
-32,180
1623
– –
-57,615
61 62 63 64
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