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
201
$1.1M 0.07%
+20,503
202
$1.1M 0.07%
16,640
+2,065
203
$1.1M 0.07%
72,036
+3,980
204
$1.1M 0.07%
+16,544
205
$1.09M 0.07%
32,634
+5,615
206
$1.09M 0.07%
27,692
+4,043
207
$1.09M 0.07%
+4,456
208
$1.09M 0.07%
41,642
+71
209
$1.08M 0.07%
9,990
+2,880
210
$1.08M 0.07%
+8,097
211
$1.08M 0.07%
11,383
+19
212
$1.08M 0.07%
95,557
+163
213
$1.07M 0.07%
12,678
+21
214
$1.07M 0.07%
20,109
+1,731
215
$1.06M 0.07%
18,105
+1,989
216
$1.06M 0.07%
84,663
+16,011
217
$1.05M 0.07%
7,611
-1,267
218
$1.05M 0.07%
13,970
+232
219
$1.05M 0.07%
9,719
+107
220
$1.05M 0.07%
+138,660
221
$1.05M 0.07%
109,232
+187
222
$1.05M 0.07%
+5,023
223
$1.05M 0.07%
18,316
+165
224
$1.05M 0.07%
16,650
+28
225
$1.04M 0.07%
14,023
+24
7 8
9
10 11