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
301
$1.77M 0.09%
23,650
+11,510
302
$1.77M 0.09%
+59,972
303
$1.76M 0.09%
12,718
-774
304
$1.75M 0.09%
25,278
-667
305
$1.75M 0.09%
52,864
+31,726
306
$1.75M 0.09%
162,501
+16,907
307
$1.74M 0.09%
104,337
+28,914
308
$1.73M 0.09%
14,890
+9,438
309
$1.73M 0.09%
125,980
-31,392
310
$1.73M 0.09%
65,444
+9,727
311
$1.73M 0.09%
100,107
+67,357
312
$1.72M 0.09%
29,456
+88
313
$1.7M 0.09%
35,894
+13,125
314
$1.7M 0.09%
60,927
+8,558
315
$1.7M 0.09%
8,429
-2,464
316
$1.69M 0.09%
18,581
+9,612
317
$1.68M 0.09%
23,502
+2,446
318
$1.68M 0.09%
31,058
+12,280
319
$1.67M 0.09%
23,091
+4,387
320
$1.66M 0.09%
113,271
+13,477
321
$1.65M 0.09%
22,772
+10,708
322
$1.65M 0.09%
23,236
+7,821
323
$1.65M 0.09%
21,502
+12,085
324
$1.65M 0.09%
41,530
+14,179
325
$1.65M 0.09%
16,497
+3,842
11 12
13
14 15