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
351
$1.38M 0.07%
11,853
-1,428
352
$1.38M 0.07%
20,516
+3,142
353
$1.38M 0.07%
17,840
-4,452
354
$1.37M 0.07%
2,133
+252
355
$1.37M 0.07%
59,508
+17,653
356
$1.37M 0.07%
11,784
+7,040
357
$1.37M 0.07%
7,043
-582
358
$1.36M 0.07%
15,207
-1,660
359
$1.36M 0.07%
58,324
-26,673
360
$1.36M 0.07%
41,070
-2,327
361
$1.36M 0.07%
6,939
+77
362
$1.35M 0.07%
21,506
+1,294
363
$1.35M 0.07%
11,866
-627
364
$1.34M 0.07%
+9,045
365
$1.34M 0.07%
99,596
-8,960
366
$1.33M 0.07%
44,229
+560
367
$1.33M 0.07%
25,280
+2,919
368
$1.33M 0.07%
6,143
-1,488
369
$1.33M 0.07%
9,369
-1,001
370
$1.33M 0.07%
21,724
-5,943
371
$1.33M 0.07%
+29,323
372
$1.33M 0.07%
29,841
+17,478
373
$1.32M 0.07%
13,556
+611
374
$1.32M 0.07%
16,155
+9,429
375
$1.32M 0.07%
73,483
+2,771
13 14
15
16 17