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
351
$1.55M 0.08%
41,337
+5,855
352
$1.55M 0.08%
17,575
+12,312
353
$1.55M 0.08%
16,928
+3,312
354
$1.52M 0.08%
39,914
-25,609
355
$1.52M 0.08%
15,664
-5,718
356
$1.52M 0.08%
7,496
+2,173
357
$1.51M 0.08%
17,511
+4,580
358
$1.49M 0.08%
40,624
-874
359
$1.47M 0.08%
7,548
+4,290
360
$1.47M 0.08%
83,989
+29,511
361
$1.47M 0.08%
6,528
+1,404
362
$1.46M 0.08%
25,982
-686
363
$1.46M 0.08%
9,764
+1,531
364
$1.46M 0.08%
17,015
+6,313
365
$1.45M 0.08%
45,780
+10,754
366
$1.44M 0.08%
17,763
+8,337
367
$1.44M 0.08%
37,270
+14,511
368
$1.43M 0.08%
46,841
+7,936
369
$1.43M 0.08%
6,555
+157
370
$1.43M 0.08%
39,181
-729
371
$1.41M 0.07%
8,972
-3,727
372
$1.41M 0.07%
7,156
-998
373
$1.41M 0.07%
101,722
+78,984
374
$1.4M 0.07%
+36,878
375
$1.4M 0.07%
18,034
-16,764
13 14
15
16 17