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
301
$1.51M 0.08%
32,550
-238
302
$1.51M 0.08%
55,470
-25,110
303
$1.51M 0.08%
12,776
+3,483
304
$1.51M 0.08%
2,706
-962
305
$1.5M 0.08%
54,269
-8,595
306
$1.5M 0.08%
15,277
-76
307
$1.5M 0.08%
17,599
+3,816
308
$1.5M 0.08%
6,318
+463
309
$1.5M 0.08%
28,472
-8,960
310
$1.49M 0.08%
+8,548
311
$1.49M 0.08%
24,912
+7,769
312
$1.49M 0.08%
53,174
+17,106
313
$1.48M 0.08%
15,439
+1,577
314
$1.48M 0.08%
17,061
+3,859
315
$1.48M 0.08%
31,335
+7,017
316
$1.48M 0.08%
9,645
+1,693
317
$1.48M 0.08%
13,089
-2,927
318
$1.47M 0.08%
39,926
+2,136
319
$1.47M 0.08%
68,030
+9,488
320
$1.47M 0.08%
18,089
+3,479
321
$1.46M 0.08%
53,876
-7,980
322
$1.46M 0.08%
18,258
+9,709
323
$1.46M 0.08%
24,714
+15,391
324
$1.45M 0.08%
33,975
+3,113
325
$1.45M 0.08%
14,624
+1,924
11 12
13
14 15