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
326
$1.65M 0.09%
21,993
-5,870
327
$1.64M 0.09%
11,881
+5,938
328
$1.64M 0.09%
97,622
-17,399
329
$1.63M 0.09%
34,711
-83,622
330
$1.62M 0.09%
36,755
-6,340
331
$1.62M 0.09%
7,702
+6,720
332
$1.62M 0.09%
57,810
+45,088
333
$1.61M 0.09%
43,796
+7,739
334
$1.61M 0.09%
5,728
+2,212
335
$1.61M 0.09%
+8,822
336
$1.61M 0.09%
31,580
-2,461
337
$1.6M 0.08%
35,584
+4,762
338
$1.6M 0.08%
73,534
+40,586
339
$1.59M 0.08%
53,139
+1,490
340
$1.59M 0.08%
12,609
+6,180
341
$1.58M 0.08%
60,710
-5,193
342
$1.58M 0.08%
28,840
+1,432
343
$1.58M 0.08%
+42,634
344
$1.58M 0.08%
35,353
+26,570
345
$1.57M 0.08%
22,553
+4,270
346
$1.57M 0.08%
113,540
+55,989
347
$1.57M 0.08%
32,009
+13,876
348
$1.56M 0.08%
13,741
+3,403
349
$1.56M 0.08%
17,430
+7,523
350
$1.55M 0.08%
11,466
+4,311
12 13
14
15 16