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
376
$1.31M 0.07%
5,233
+603
377
$1.31M 0.07%
+4,120
378
$1.31M 0.07%
76,260
+1,021
379
$1.31M 0.07%
28,292
+2,601
380
$1.31M 0.07%
23,572
+643
381
$1.31M 0.07%
48,582
-7,153
382
$1.31M 0.07%
+4,836
383
$1.3M 0.07%
+91,215
384
$1.3M 0.07%
35,349
+1,015
385
$1.3M 0.07%
3,397
+2,252
386
$1.29M 0.07%
19,186
+11,965
387
$1.29M 0.07%
25,886
+752
388
$1.29M 0.07%
41,587
-4,032
389
$1.29M 0.07%
41,920
+18,058
390
$1.29M 0.07%
30,418
+3,135
391
$1.28M 0.07%
11,628
+3,908
392
$1.28M 0.07%
27,076
+3,231
393
$1.28M 0.07%
12,109
-7,597
394
$1.27M 0.07%
15,177
-1,166
395
$1.27M 0.07%
34,146
-173
396
$1.27M 0.07%
6,100
+2,120
397
$1.27M 0.07%
82,785
+6,596
398
$1.27M 0.07%
38,174
+5,243
399
$1.27M 0.07%
14,564
-6,632
400
$1.27M 0.07%
19,939
-774
14 15
16
17 18