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
$1.48B
AUM Growth
+$64.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
778
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$20.4M
3
+$20.3M
4
BK icon
Bank of New York Mellon
BK
+$20.1M
5
IP icon
International Paper
IP
+$19.3M

Top Sells

1
+$55.6M
2
+$34.8M
3
+$26.3M
4
STT icon
State Street
STT
+$25.9M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$24M

Sector Composition

1 Financials 20.71%
2 Consumer Discretionary 17.91%
3 Industrials 15.86%
4 Technology 13.93%
5 Healthcare 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.47M 0.1%
+10,689
152
$1.47M 0.1%
+65,458
153
$1.46M 0.1%
10,325
-26,091
154
$1.43M 0.1%
10,859
-2,797
155
$1.41M 0.1%
59,580
+21,754
156
$1.41M 0.1%
36,607
-146,201
157
$1.41M 0.1%
+36,193
158
$1.41M 0.1%
475
+317
159
$1.41M 0.1%
73,115
-59,909
160
$1.39M 0.09%
99,808
-107,486
161
$1.39M 0.09%
44,267
-149,346
162
$1.38M 0.09%
18,382
+3,141
163
$1.36M 0.09%
+86,136
164
$1.36M 0.09%
71,245
+48,831
165
$1.35M 0.09%
18,279
+11,671
166
$1.31M 0.09%
24,503
-6,803
167
$1.29M 0.09%
+13,803
168
$1.26M 0.09%
37,970
+26,237
169
$1.25M 0.08%
57,758
+30,735
170
$1.25M 0.08%
8,766
+575
171
$1.24M 0.08%
33,125
-3,872
172
$1.22M 0.08%
+36,522
173
$1.22M 0.08%
60,010
+4,147
174
$1.22M 0.08%
5,789
+235
175
$1.2M 0.08%
11,152
+20
5 6
7
8 9