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
176
$1.66M 0.12%
70,505
-153,861
177
$1.66M 0.12%
28,139
-46,021
178
$1.66M 0.12%
29,903
-45,079
179
$1.64M 0.12%
12,024
-16,396
180
$1.64M 0.12%
37,621
-92,496
181
$1.64M 0.12%
24,933
+1,440
182
$1.64M 0.12%
4,345
+3,529
183
$1.63M 0.12%
18,672
-29,306
184
$1.62M 0.12%
20,456
-32,184
185
$1.61M 0.12%
10,241
-19,143
186
$1.6M 0.12%
46,254
-135,702
187
$1.6M 0.12%
2,738
-6,664
188
$1.59M 0.12%
12,776
-30,745
189
$1.59M 0.11%
18,120
-127,760
190
$1.58M 0.11%
74,070
-123,641
191
$1.57M 0.11%
21,904
-45,321
192
$1.57M 0.11%
37,840
-58,409
193
$1.57M 0.11%
107,751
-27,449
194
$1.56M 0.11%
+9,364
195
$1.56M 0.11%
15,039
-49,539
196
$1.55M 0.11%
28,693
-41,279
197
$1.55M 0.11%
27,882
-37,475
198
$1.54M 0.11%
31,745
-25,297
199
$1.54M 0.11%
45,575
-111,211
200
$1.53M 0.11%
19,979
-37,529
6 7
8
9 10