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
301
$3.2M 0.1%
+112,498
302
$3.19M 0.1%
+35,639
303
$3.17M 0.1%
28,410
-131
304
$3.17M 0.1%
32,369
-11,386
305
$3.17M 0.1%
8,065
-6,003
306
$3.16M 0.1%
446,303
-927,131
307
$3.13M 0.1%
27,670
+9,048
308
$3.13M 0.1%
116,262
-35,387
309
$3.12M 0.1%
53,098
-49,352
310
$3.12M 0.1%
89,530
-41,785
311
$3.12M 0.1%
+25,005
312
$3.11M 0.1%
94,546
-19,156
313
$3.1M 0.1%
26,675
+20
314
$3.1M 0.1%
50,677
-5,734
315
$3.09M 0.1%
70,933
-3,388
316
$3.09M 0.1%
208,076
-29,777
317
$3.08M 0.1%
+137,075
318
$3.08M 0.1%
74,697
-10,297
319
$3.07M 0.1%
83,258
-53,260
320
$3.06M 0.1%
74,982
-74,826
321
$3.06M 0.1%
+12,840
322
$3.06M 0.1%
61,763
-22,035
323
$3.03M 0.1%
6,315
-5,727
324
$3.03M 0.1%
288,569
-54,269
325
$3.03M 0.1%
192,500
-53,067
11 12
13
14 15