WG
Winton Group Portfolio holdings
AUM
$1.96B
This Quarter Return
+21.95%
1 Year Return
+30.2%
3 Year Return
+112.22%
5 Year Return
+251.53%
10 Year Return
+656.5%
AUM
$1.39B
AUM Growth
+$1.39B
(-55%)
Cap. Flow
-$2.18B
Cap. Flow
% of AUM
-157.58%
Top 10 Holdings %
Top 10 Hldgs %
17%
Holding
1,625
New
174
Increased
70
Reduced
1,051
Closed
326
Top Buys
| 1 |
Health Care Select Sector SPDR Fund
XLV
|
$12.9M |
| 2 |
Rollins
ROL
|
$8.36M |
| 3 |
McCormick & Company Non-Voting
MKC
|
$6.66M |
| 4 |
NextEra Energy, Inc.
NEE
|
$5.49M |
| 5 |
SGI
Somnigroup International Inc.
SGI
|
$5.43M |
Top Sells
| 1 |
Edwards Lifesciences
EW
|
$20M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
$14.4M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
$14.4M |
| 4 |
Kimberly-Clark
KMB
|
$12M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$11.2M |
Sector Composition
| 1 | Financials | 16.52% |
| 2 | Consumer Discretionary | 13.29% |
| 3 | Healthcare | 12.02% |
| 4 | Industrials | 11.39% |
| 5 | Technology | 11.27% |
