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
376
$1.4M 0.07%
37,216
+10,079
377
$1.4M 0.07%
19,341
+9,851
378
$1.39M 0.07%
25,350
379
$1.39M 0.07%
49,898
-1,716
380
$1.39M 0.07%
12,461
-435
381
$1.39M 0.07%
32,836
+20,885
382
$1.38M 0.07%
15,762
+7,563
383
$1.37M 0.07%
+4,354
384
$1.37M 0.07%
45,502
+6,275
385
$1.37M 0.07%
39,552
+13,222
386
$1.37M 0.07%
34,179
+1,136
387
$1.37M 0.07%
127,371
+44,108
388
$1.36M 0.07%
25,836
+1,513
389
$1.35M 0.07%
39,910
+27,336
390
$1.35M 0.07%
27,070
+15,994
391
$1.34M 0.07%
18,425
+7,260
392
$1.34M 0.07%
30,575
+2,540
393
$1.33M 0.07%
+158,685
394
$1.32M 0.07%
7,647
+5,478
395
$1.32M 0.07%
4,409
+1,277
396
$1.32M 0.07%
66,213
+5,322
397
$1.32M 0.07%
36,942
+23,150
398
$1.31M 0.07%
+118,234
399
$1.31M 0.07%
33,895
-31,045
400
$1.31M 0.07%
18,271
+2,661
14 15
16
17 18