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
276
$1.92M 0.1%
39,129
+3,336
277
$1.92M 0.1%
5,913
-3,936
278
$1.92M 0.1%
183,089
+135,981
279
$1.91M 0.1%
23,328
-8,126
280
$1.9M 0.1%
12,855
+7,025
281
$1.9M 0.1%
12,162
+1,713
282
$1.9M 0.1%
60,739
+12,791
283
$1.89M 0.1%
51,672
+9,409
284
$1.88M 0.1%
+7,352
285
$1.87M 0.1%
20,006
-43,586
286
$1.87M 0.1%
102,263
+19,654
287
$1.85M 0.1%
47,658
-13,593
288
$1.85M 0.1%
38,150
+32,510
289
$1.85M 0.1%
2,821
-853
290
$1.85M 0.1%
23,603
+7,414
291
$1.85M 0.1%
22,414
+17,747
292
$1.84M 0.1%
103,408
+28,247
293
$1.84M 0.1%
51,536
+10,055
294
$1.83M 0.1%
+22,271
295
$1.82M 0.1%
+7,556
296
$1.81M 0.1%
30,378
-73
297
$1.81M 0.1%
62,549
-224,130
298
$1.79M 0.1%
+11,544
299
$1.78M 0.09%
37,270
+4,370
300
$1.78M 0.09%
6,497
+4,577
10 11
12
13 14