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
176
$2.03M 0.11%
20,806
+3,745
177
$2.02M 0.11%
5,667
-328
178
$2.01M 0.11%
39,480
+12,329
179
$2.01M 0.11%
52,414
-10,192
180
$2M 0.11%
6,232
+1,562
181
$1.98M 0.11%
14,186
+3,793
182
$1.98M 0.11%
67,332
-3,967
183
$1.97M 0.11%
50,126
-1,487
184
$1.97M 0.11%
4,063
+1,042
185
$1.97M 0.11%
20,504
-1,283
186
$1.96M 0.11%
8,448
+2,305
187
$1.96M 0.11%
2,901
+948
188
$1.96M 0.11%
27,927
+2,281
189
$1.96M 0.11%
8,461
+884
190
$1.96M 0.11%
34,802
-909
191
$1.95M 0.11%
58,250
192
$1.94M 0.11%
20,348
-5,051
193
$1.94M 0.11%
291,645
+21,508
194
$1.93M 0.11%
28,379
+6,395
195
$1.93M 0.11%
24,706
+1,711
196
$1.92M 0.11%
35,698
+7,549
197
$1.92M 0.11%
15,281
+8,454
198
$1.92M 0.11%
29,020
+8,504
199
$1.91M 0.11%
6,691
-2,901
200
$1.91M 0.11%
13,976
+11,136
6 7
8
9 10