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
401
$1.27M 0.07%
35,390
+19,342
402
$1.26M 0.07%
16,324
+2,434
403
$1.26M 0.07%
6,021
-2,556
404
$1.25M 0.07%
4,882
+27
405
$1.25M 0.07%
28,205
+6,779
406
$1.25M 0.07%
72,905
+6,254
407
$1.25M 0.07%
81,829
-10,706
408
$1.24M 0.07%
85,720
+10,312
409
$1.24M 0.07%
55,188
+12,880
410
$1.24M 0.07%
35,709
-5,372
411
$1.24M 0.07%
13,876
+745
412
$1.24M 0.07%
31,775
-708
413
$1.23M 0.07%
10,384
-3,711
414
$1.23M 0.07%
52,550
-326
415
$1.23M 0.07%
788
+246
416
$1.22M 0.07%
7,492
+2,799
417
$1.22M 0.07%
27,213
+6,820
418
$1.22M 0.07%
8,342
+1,378
419
$1.21M 0.07%
9,154
+250
420
$1.21M 0.07%
3,439
+1,710
421
$1.21M 0.06%
6,874
+1,688
422
$1.21M 0.06%
35,028
+7,619
423
$1.21M 0.06%
10,491
-887
424
$1.2M 0.06%
7,143
+1,876
425
$1.2M 0.06%
56,570
+9,335
15 16
17
18 19