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
201
$1.91M 0.11%
23,568
+5,310
202
$1.91M 0.11%
16,061
+2,972
203
$1.91M 0.11%
82,383
+4,899
204
$1.9M 0.11%
20,029
+1,138
205
$1.9M 0.11%
2,544
+411
206
$1.89M 0.11%
30,804
-19,923
207
$1.88M 0.11%
125,791
-28,988
208
$1.88M 0.11%
38,240
+8,399
209
$1.87M 0.1%
58,745
+245
210
$1.87M 0.1%
12,583
+8,666
211
$1.87M 0.1%
16,710
+5,082
212
$1.86M 0.1%
23,078
-2,848
213
$1.85M 0.1%
30,773
+2,082
214
$1.85M 0.1%
25,350
215
$1.85M 0.1%
29,369
-11,577
216
$1.85M 0.1%
11,457
-847
217
$1.85M 0.1%
41,219
+22,720
218
$1.84M 0.1%
+37,754
219
$1.84M 0.1%
24,937
+417
220
$1.84M 0.1%
23,995
+12,597
221
$1.84M 0.1%
27,814
+1,710
222
$1.83M 0.1%
74,903
+5,555
223
$1.83M 0.1%
12,975
-934
224
$1.83M 0.1%
3,022
+316
225
$1.83M 0.1%
41,836
+3,428
7 8
9
10 11