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
251
$1.7M 0.09%
52,533
+8,321
252
$1.7M 0.09%
20,721
-3,177
253
$1.69M 0.09%
30,128
-645
254
$1.68M 0.09%
24,586
+4,338
255
$1.67M 0.09%
19,872
+1,132
256
$1.67M 0.09%
5,845
+1,266
257
$1.67M 0.09%
26,016
+3,990
258
$1.66M 0.09%
22,967
+4,390
259
$1.66M 0.09%
42,754
+11,206
260
$1.66M 0.09%
8,359
-864
261
$1.65M 0.09%
24,746
-1,010
262
$1.65M 0.09%
50,929
-4,123
263
$1.65M 0.09%
7,417
+1,693
264
$1.65M 0.09%
10,460
+895
265
$1.65M 0.09%
21,749
+2,768
266
$1.65M 0.09%
219,599
+53,303
267
$1.63M 0.09%
27,398
+899
268
$1.63M 0.09%
12,595
-666
269
$1.63M 0.09%
25,597
+5,421
270
$1.62M 0.09%
122,879
+13,179
271
$1.62M 0.09%
13,865
+2,627
272
$1.62M 0.09%
20,729
+4,172
273
$1.61M 0.09%
20,705
+15,235
274
$1.61M 0.09%
28,149
+16,419
275
$1.6M 0.09%
20,469
+384
9 10
11
12 13