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
$3.08B
AUM Growth
-$799M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,687
New
Increased
Reduced
Closed

Top Buys

1
+$30M
2
+$29.9M
3
+$18M
4
VAR
Varian Medical Systems, Inc.
VAR
+$17.8M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$14.5M

Top Sells

1
+$26.9M
2
+$17M
3
+$11.7M
4
SBAC icon
SBA Communications
SBAC
+$11.6M
5
CZR
Caesars Entertainment Corporation
CZR
+$9.04M

Sector Composition

1 Consumer Discretionary 14.3%
2 Healthcare 13.35%
3 Financials 13.02%
4 Industrials 11.09%
5 Technology 10.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3.58M 0.12%
79,098
-138,630
252
$3.58M 0.12%
35,484
+11,256
253
$3.57M 0.12%
64,578
-6,918
254
$3.57M 0.12%
535,417
-24,948
255
$3.54M 0.12%
8,030
-3,052
256
$3.54M 0.12%
+73,914
257
$3.54M 0.12%
62,618
+2,677
258
$3.53M 0.11%
+24,427
259
$3.53M 0.11%
136,347
-105,132
260
$3.52M 0.11%
11,287
-15,075
261
$3.51M 0.11%
160,436
-21,656
262
$3.5M 0.11%
67,225
-23,943
263
$3.48M 0.11%
+34,048
264
$3.47M 0.11%
52,398
-26,453
265
$3.47M 0.11%
16,416
-1,633
266
$3.46M 0.11%
+20,812
267
$3.46M 0.11%
28,838
-8,826
268
$3.45M 0.11%
63,487
-17,213
269
$3.43M 0.11%
115,891
-44,596
270
$3.43M 0.11%
+21,205
271
$3.43M 0.11%
101,531
+37,841
272
$3.42M 0.11%
116,384
+88,973
273
$3.39M 0.11%
55,946
-10,678
274
$3.38M 0.11%
197,711
-206,857
275
$3.38M 0.11%
14,274
-9,630
9 10
11
12 13