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
$1.78B
AUM Growth
-$77.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,540
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$12.4M
3
+$11.9M
4
AIG icon
American International
AIG
+$11.4M
5
RJF icon
Raymond James Financial
RJF
+$11.1M

Top Sells

1
+$43.7M
2
+$37.4M
3
+$26.1M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$22.6M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$18M

Sector Composition

1 Financials 20.75%
2 Technology 13.24%
3 Consumer Discretionary 12.39%
4 Healthcare 11.67%
5 Industrials 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.21M 0.12%
13,183
+168
152
$2.21M 0.12%
15,492
-1,312
153
$2.21M 0.12%
23,102
-573
154
$2.2M 0.12%
9,390
+101
155
$2.2M 0.12%
13,930
-1,574
156
$2.19M 0.12%
3,722
-169
157
$2.18M 0.12%
136,091
-6,516
158
$2.17M 0.12%
55,050
+3,520
159
$2.17M 0.12%
53,068
+4,630
160
$2.16M 0.12%
41,173
-375
161
$2.16M 0.12%
11,414
-506
162
$2.16M 0.12%
3,472
+1,700
163
$2.16M 0.12%
41,369
-10,038
164
$2.15M 0.12%
138,144
-1,800
165
$2.15M 0.12%
37,383
+4,724
166
$2.14M 0.12%
40,514
-22,780
167
$2.13M 0.12%
23,800
-638
168
$2.12M 0.12%
23,015
-2,343
169
$2.12M 0.12%
35,478
+10,764
170
$2.11M 0.12%
52,175
+5,545
171
$2.1M 0.12%
1,528
+24
172
$2.1M 0.12%
5,567
+2,673
173
$2.08M 0.12%
33,173
-19,932
174
$2.08M 0.12%
42,852
-12,020
175
$2.06M 0.12%
50,212
+3,699
5 6
7
8 9