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
$1.91B
AUM Growth
+$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,209
New
Increased
Reduced
Closed

Top Buys

1
+$38.9M
2
+$26.3M
3
+$17M
4
AMZN icon
Amazon
AMZN
+$16.9M
5
UNP icon
Union Pacific
UNP
+$16.3M

Top Sells

1
+$22.6M
2
+$20.3M
3
+$18.7M
4
CONE
CyrusOne Inc Common Stock
CONE
+$15M
5
RJF icon
Raymond James Financial
RJF
+$14.6M

Sector Composition

1 Financials 20.14%
2 Consumer Discretionary 13.72%
3 Industrials 10.77%
4 Healthcare 9.83%
5 Technology 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$112M 5.88%
212
2
$39.1M 2.05%
245,744
+244,587
3
$26.6M 1.39%
693,042
+687,356
4
$21.2M 1.11%
77,643
+59,793
5
$20.6M 1.08%
271,962
+224,178
6
$18.4M 0.97%
46,191
+39,558
7
$18.2M 0.96%
111,960
+103,400
8
$17.3M 0.91%
388,751
+329,484
9
$17.1M 0.9%
182,988
+52,049
10
$16.4M 0.86%
68,869
-2,993
11
$16.4M 0.86%
50,224
+41,287
12
$16.2M 0.85%
160,771
+144,992
13
$15.9M 0.83%
+198,150
14
$15.9M 0.83%
456,480
+7,720
15
$15.3M 0.8%
110,160
+80,720
16
$15.1M 0.79%
+102,479
17
$15.1M 0.79%
176,653
+167,822
18
$14.5M 0.76%
100,084
+97,516
19
$14.1M 0.74%
+363,614
20
$13.8M 0.72%
79,614
+68,623
21
$12.8M 0.67%
177,114
+173,036
22
$12.4M 0.65%
160,716
+9,556
23
$12.1M 0.64%
+515,447
24
$12M 0.63%
+286,679
25
$11.7M 0.61%
93,470
+87,169
1
2 3 4 5