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
176
$1.2M 0.08%
35,220
-32,844
177
$1.2M 0.08%
+9,237
178
$1.19M 0.08%
29,708
+998
179
$1.19M 0.08%
24,150
+1,868
180
$1.17M 0.08%
24,776
-14,617
181
$1.17M 0.08%
15,743
-1,652
182
$1.16M 0.08%
35,839
-4,433
183
$1.16M 0.08%
92,672
+27,131
184
$1.16M 0.08%
42,946
-2,361
185
$1.16M 0.08%
9,470
-184
186
$1.15M 0.08%
+35,693
187
$1.14M 0.08%
6,431
-1,934
188
$1.13M 0.08%
53,456
-3,271
189
$1.13M 0.08%
204,310
-2,110
190
$1.13M 0.08%
86,681
-2,745
191
$1.13M 0.08%
53,148
+6,757
192
$1.12M 0.08%
66,654
-1,403
193
$1.11M 0.08%
29,498
+3,243
194
$1.11M 0.08%
26,492
-20,294
195
$1.11M 0.08%
27,906
-6,583
196
$1.11M 0.08%
13,679
+590
197
$1.11M 0.07%
20,868
-459
198
$1.11M 0.07%
37,673
+685
199
$1.1M 0.07%
23,250
-55,297
200
$1.1M 0.07%
23,198
-5,847
6 7
8
9 10