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
151
$1.76M 0.13%
9,317
-19,521
152
$1.75M 0.13%
139,751
-346,467
153
$1.75M 0.13%
36,467
-76,604
154
$1.75M 0.13%
32,068
-56,645
155
$1.75M 0.13%
13,573
-23,557
156
$1.74M 0.13%
42,745
-45,034
157
$1.74M 0.13%
3,727
-4,303
158
$1.73M 0.13%
22,482
-32,219
159
$1.73M 0.13%
20,068
-27,796
160
$1.73M 0.12%
+11,821
161
$1.73M 0.12%
61,295
-75,780
162
$1.73M 0.12%
29,330
-44,584
163
$1.72M 0.12%
19,723
-26,938
164
$1.72M 0.12%
+5,109
165
$1.72M 0.12%
6,732
-10,191
166
$1.71M 0.12%
54,689
-77,572
167
$1.71M 0.12%
15,235
-16,861
168
$1.7M 0.12%
4,297
-12,042
169
$1.7M 0.12%
17,701
-48,584
170
$1.68M 0.12%
+3,540
171
$1.68M 0.12%
92,272
-298,128
172
$1.68M 0.12%
+19,199
173
$1.68M 0.12%
60,713
-101,334
174
$1.68M 0.12%
74,538
-94,236
175
$1.66M 0.12%
21,000
-41,618
5 6
7
8 9