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
$1.86B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,569
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$13.2M
3
+$13.1M
4
CSX icon
CSX Corp
CSX
+$11.3M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$8.71M

Top Sells

1
+$34.5M
2
+$29M
3
+$24M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$15.2M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$12.9M

Sector Composition

1 Financials 17.05%
2 Technology 11.7%
3 Consumer Discretionary 10.79%
4 Healthcare 10.39%
5 Industrials 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.79M 0.1%
75,239
+12,334
227
$1.79M 0.1%
11,742
-3,841
228
$1.78M 0.1%
18,114
-2,286
229
$1.78M 0.1%
13,909
+7,474
230
$1.78M 0.1%
15,961
-1,359
231
$1.77M 0.1%
20,171
+3,233
232
$1.77M 0.1%
37,256
-11,799
233
$1.76M 0.09%
74,304
-6,415
234
$1.76M 0.09%
+29,201
235
$1.76M 0.09%
10,353
-1,718
236
$1.75M 0.09%
81,578
-8,329
237
$1.75M 0.09%
21,707
-2,776
238
$1.75M 0.09%
22,788
+5,579
239
$1.75M 0.09%
21,984
+12,667
240
$1.75M 0.09%
22,995
-3,203
241
$1.74M 0.09%
16,750
+5,926
242
$1.74M 0.09%
62,936
-6,834
243
$1.74M 0.09%
46,630
-10,000
244
$1.73M 0.09%
13,100
-4,812
245
$1.73M 0.09%
3,898
+2,217
246
$1.73M 0.09%
22,282
-1,661
247
$1.71M 0.09%
54,122
+10,614
248
$1.71M 0.09%
7,282
+761
249
$1.71M 0.09%
38,503
-1,167
250
$1.7M 0.09%
20,210
+4,902
8 9
10
11 12