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
$3.08B
AUM Growth
-$799M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,687
New
Increased
Reduced
Closed

Top Buys

1
+$30M
2
+$29.9M
3
+$18M
4
VAR
Varian Medical Systems, Inc.
VAR
+$17.8M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$14.5M

Top Sells

1
+$26.9M
2
+$17M
3
+$11.7M
4
SBAC icon
SBA Communications
SBAC
+$11.6M
5
CZR
Caesars Entertainment Corporation
CZR
+$9.04M

Sector Composition

1 Consumer Discretionary 14.3%
2 Healthcare 13.35%
3 Financials 13.02%
4 Industrials 11.09%
5 Technology 10.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$2.75M 0.09%
67,548
-84,834
377
$2.75M 0.09%
51,989
-19,598
378
$2.75M 0.09%
69,554
-27,401
379
$2.74M 0.09%
34,674
-47,997
380
$2.74M 0.09%
106,423
-147,108
381
$2.74M 0.09%
225,032
-186,089
382
$2.73M 0.09%
25,641
-59,272
383
$2.73M 0.09%
+70,959
384
$2.71M 0.09%
33,933
-27,901
385
$2.71M 0.09%
77,146
+3,358
386
$2.71M 0.09%
124,601
-4,640
387
$2.69M 0.09%
+40,094
388
$2.69M 0.09%
21,258
-19,486
389
$2.68M 0.09%
59,810
-36,181
390
$2.68M 0.09%
12,451
-2,588
391
$2.68M 0.09%
277,201
-308,047
392
$2.67M 0.09%
132,644
-269,265
393
$2.67M 0.09%
39,545
-9,023
394
$2.66M 0.09%
30,486
+2,597
395
$2.65M 0.09%
152,795
+47,747
396
$2.65M 0.09%
+51,966
397
$2.65M 0.09%
67,557
-188,360
398
$2.65M 0.09%
51,240
+3,402
399
$2.64M 0.09%
27,641
-11,892
400
$2.64M 0.09%
23,713
-2,531
14 15
16
17 18