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
401
$1.3M 0.07%
23,648
-20,385
402
$1.3M 0.07%
19,029
-4,099
403
$1.3M 0.07%
7,342
+1,845
404
$1.29M 0.07%
40,007
+2,864
405
$1.29M 0.07%
+111,999
406
$1.29M 0.07%
2,720
+1,766
407
$1.29M 0.07%
8,161
+2,064
408
$1.29M 0.07%
7,209
+1,286
409
$1.27M 0.07%
+13,507
410
$1.27M 0.07%
43,517
+2,370
411
$1.27M 0.07%
7,357
-795
412
$1.26M 0.07%
43,690
+7,439
413
$1.26M 0.07%
6,807
+2,135
414
$1.25M 0.07%
35,095
+13,645
415
$1.25M 0.07%
5,429
+972
416
$1.25M 0.07%
+13,587
417
$1.23M 0.07%
85,379
-18,067
418
$1.22M 0.06%
18,522
+3,768
419
$1.22M 0.06%
6,768
-199
420
$1.22M 0.06%
15,148
+227
421
$1.22M 0.06%
37,150
-24,955
422
$1.22M 0.06%
47,771
+32,432
423
$1.22M 0.06%
35,750
+21,763
424
$1.22M 0.06%
942
+711
425
$1.21M 0.06%
64,788
-3,117
15 16
17
18 19