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
326
$1.45M 0.08%
18,204
+7,373
327
$1.45M 0.08%
43,792
+2,394
328
$1.44M 0.08%
22,835
+316
329
$1.43M 0.08%
8,118
+478
330
$1.43M 0.08%
105,041
+13,896
331
$1.43M 0.08%
14,283
-13,327
332
$1.43M 0.08%
39,377
+2,949
333
$1.43M 0.08%
11,276
-39,461
334
$1.43M 0.08%
35,840
-4,086
335
$1.43M 0.08%
6,386
-546
336
$1.42M 0.08%
16,014
+817
337
$1.42M 0.08%
5,968
+204
338
$1.42M 0.08%
65,755
+3,779
339
$1.41M 0.08%
17,234
+8,225
340
$1.41M 0.08%
15,686
+1,094
341
$1.4M 0.08%
22,287
+2,446
342
$1.4M 0.08%
11,920
+2,303
343
$1.39M 0.07%
72,724
+12,213
344
$1.39M 0.07%
5,442
+1,360
345
$1.39M 0.07%
+29,151
346
$1.39M 0.07%
43,475
-12,162
347
$1.39M 0.07%
76,327
+43,803
348
$1.39M 0.07%
19,543
-15
349
$1.39M 0.07%
59,328
+8,096
350
$1.39M 0.07%
9,263
-5,147
12 13
14
15 16