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
426
$1.2M 0.06%
37,195
+3,033
427
$1.2M 0.06%
25,490
+1,279
428
$1.2M 0.06%
30,715
-2,962
429
$1.19M 0.06%
14,496
+5,185
430
$1.19M 0.06%
92,642
+14,189
431
$1.19M 0.06%
2,718
+646
432
$1.19M 0.06%
16,996
+276
433
$1.18M 0.06%
13,683
+3,455
434
$1.18M 0.06%
7,951
+3,535
435
$1.18M 0.06%
19,626
-2,385
436
$1.18M 0.06%
18,606
+2,359
437
$1.18M 0.06%
9,533
+3,397
438
$1.18M 0.06%
9,251
-478
439
$1.18M 0.06%
31,084
+3,619
440
$1.18M 0.06%
29,131
+615
441
$1.18M 0.06%
12,276
-890
442
$1.17M 0.06%
6,278
-3,716
443
$1.17M 0.06%
+5,350
444
$1.17M 0.06%
55,512
+6,746
445
$1.17M 0.06%
35,856
-20,982
446
$1.17M 0.06%
103,981
-1,250
447
$1.16M 0.06%
31,934
+5,192
448
$1.16M 0.06%
18,757
+1,599
449
$1.16M 0.06%
30,152
+6,664
450
$1.16M 0.06%
10,179
+6,730
16 17
18
19 20