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
201
$1.53M 0.11%
32,058
-59,910
202
$1.53M 0.11%
9,631
-1,356
203
$1.53M 0.11%
37,088
-94,140
204
$1.52M 0.11%
7,034
-10,803
205
$1.52M 0.11%
636,194
-927,303
206
$1.52M 0.11%
6,948
-13,601
207
$1.52M 0.11%
23,341
-18,323
208
$1.52M 0.11%
16,262
-14,261
209
$1.51M 0.11%
30,181
-69,329
210
$1.51M 0.11%
30,736
-75,567
211
$1.51M 0.11%
16,225
+5,828
212
$1.51M 0.11%
35,743
-28,667
213
$1.51M 0.11%
16,763
-39,721
214
$1.51M 0.11%
15,694
-23,851
215
$1.51M 0.11%
13,549
-50,679
216
$1.5M 0.11%
8,321
-13,693
217
$1.49M 0.11%
39,756
-76,506
218
$1.49M 0.11%
126,667
-344,625
219
$1.49M 0.11%
22,172
-52,420
220
$1.48M 0.11%
73,879
-160,336
221
$1.48M 0.11%
12,453
-18,033
222
$1.48M 0.11%
26,747
-36,740
223
$1.48M 0.11%
15,616
-50,655
224
$1.47M 0.11%
30,738
-37,721
225
$1.46M 0.11%
17,898
-38,315
7 8
9
10 11