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
251
$2.1M 0.11%
20,802
-79,282
252
$2.08M 0.11%
90,493
-16,486
253
$2.08M 0.11%
22,715
-1,300
254
$2.06M 0.11%
+36,964
255
$2.06M 0.11%
24,716
+22,140
256
$2.04M 0.11%
36,553
+7,589
257
$2.03M 0.11%
18,200
+441
258
$2.02M 0.11%
+14,986
259
$2.02M 0.11%
21,781
+13,620
260
$2.01M 0.11%
8,628
-3,269
261
$2.01M 0.11%
23,105
+3,994
262
$2M 0.11%
88,171
+13,705
263
$2M 0.11%
+18,497
264
$2M 0.11%
33,753
+14,237
265
$2M 0.11%
58,250
266
$1.99M 0.11%
17,632
+6,933
267
$1.99M 0.11%
12,941
-497
268
$1.99M 0.11%
33,732
+16,249
269
$1.98M 0.1%
17,254
+5,494
270
$1.96M 0.1%
25,936
-82,140
271
$1.95M 0.1%
14,209
+8,160
272
$1.95M 0.1%
21,783
+10,406
273
$1.95M 0.1%
19,809
+627
274
$1.94M 0.1%
36,684
+7,282
275
$1.93M 0.1%
36,753
+6,600
9 10
11
12 13