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
$1.89B
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,133
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$15.1M
3
+$14.3M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$12.2M
5
KLAC icon
KLA
KLAC
+$11.7M

Top Sells

1
+$18.2M
2
+$17.1M
3
+$13.8M
4
MPC icon
Marathon Petroleum
MPC
+$13.7M
5
UNP icon
Union Pacific
UNP
+$13.4M

Sector Composition

1 Financials 19.67%
2 Technology 10.93%
3 Industrials 10.53%
4 Healthcare 10.11%
5 Consumer Discretionary 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.32M 0.12%
6,035
+1,999
227
$2.31M 0.12%
+13,748
228
$2.31M 0.12%
185,177
+26,156
229
$2.31M 0.12%
64,661
+40,432
230
$2.29M 0.12%
+209,757
231
$2.28M 0.12%
72,700
-96,555
232
$2.27M 0.12%
38,603
-8,618
233
$2.25M 0.12%
66,645
+21,467
234
$2.24M 0.12%
+12,949
235
$2.24M 0.12%
17,472
+1,798
236
$2.23M 0.12%
33,882
+12,240
237
$2.22M 0.12%
37,909
+5,515
238
$2.22M 0.12%
47,963
-7,036
239
$2.21M 0.12%
26,135
+8,022
240
$2.2M 0.12%
57,167
+941
241
$2.2M 0.12%
20,249
-3,718
242
$2.2M 0.12%
54,015
+9,828
243
$2.19M 0.12%
28,280
-10,948
244
$2.19M 0.12%
+15,152
245
$2.17M 0.12%
64,625
+46,319
246
$2.15M 0.11%
36,085
-28,111
247
$2.13M 0.11%
29,860
+18,376
248
$2.11M 0.11%
18,744
+16,655
249
$2.1M 0.11%
10,931
+1,371
250
$2.1M 0.11%
34,522
+3,146
8 9
10
11 12