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
276
$1.6M 0.09%
38,753
-14,512
277
$1.59M 0.09%
+8,164
278
$1.59M 0.09%
27,238
+8,899
279
$1.59M 0.09%
25,909
+540
280
$1.59M 0.09%
25,303
-1,236
281
$1.59M 0.09%
5,609
-2,359
282
$1.59M 0.09%
+14,981
283
$1.58M 0.09%
4,514
+241
284
$1.58M 0.09%
138,131
+33,764
285
$1.58M 0.08%
13,561
+2,990
286
$1.58M 0.08%
3,987
-2,176
287
$1.57M 0.08%
17,142
-11,066
288
$1.57M 0.08%
54,561
-3,422
289
$1.57M 0.08%
64,947
+9,281
290
$1.57M 0.08%
43,650
+6,656
291
$1.56M 0.08%
45,690
+6,618
292
$1.55M 0.08%
13,868
+3,890
293
$1.55M 0.08%
17,503
-272
294
$1.54M 0.08%
45,478
+6,504
295
$1.54M 0.08%
16,172
+5,971
296
$1.54M 0.08%
28,691
+2,186
297
$1.53M 0.08%
6,079
+2,940
298
$1.53M 0.08%
3,341
-132
299
$1.53M 0.08%
10,393
+1,023
300
$1.52M 0.08%
26,104
+3,217
10 11
12
13 14