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
426
$1.2M 0.06%
10,599
-2,617
427
$1.2M 0.06%
30,502
+11,153
428
$1.2M 0.06%
+25,258
429
$1.2M 0.06%
37,433
+8,248
430
$1.19M 0.06%
28,638
+622
431
$1.19M 0.06%
+9,506
432
$1.19M 0.06%
26,958
+9,323
433
$1.18M 0.06%
5,346
+157
434
$1.17M 0.06%
4,443
-2,240
435
$1.16M 0.06%
+6,796
436
$1.16M 0.06%
4,306
-45,918
437
$1.16M 0.06%
18,030
+9,511
438
$1.16M 0.06%
26,751
+3,688
439
$1.15M 0.06%
10,281
+1,585
440
$1.15M 0.06%
6,327
-17,975
441
$1.15M 0.06%
23,315
+7,538
442
$1.15M 0.06%
111,231
+17,136
443
$1.14M 0.06%
+32,736
444
$1.14M 0.06%
136,217
+52,358
445
$1.14M 0.06%
11,275
-4,963
446
$1.12M 0.06%
5,357
447
$1.12M 0.06%
29,270
+2,064
448
$1.12M 0.06%
29,014
-1,065
449
$1.12M 0.06%
12,172
+6,219
450
$1.12M 0.06%
45,166
+30,967
16 17
18
19 20