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
$3.08B
AUM Growth
-$799M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,687
New
Increased
Reduced
Closed

Top Buys

1
+$30M
2
+$29.9M
3
+$18M
4
VAR
Varian Medical Systems, Inc.
VAR
+$17.8M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$14.5M

Top Sells

1
+$26.9M
2
+$17M
3
+$11.7M
4
SBAC icon
SBA Communications
SBAC
+$11.6M
5
CZR
Caesars Entertainment Corporation
CZR
+$9.04M

Sector Composition

1 Consumer Discretionary 14.3%
2 Healthcare 13.35%
3 Financials 13.02%
4 Industrials 11.09%
5 Technology 10.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$2.35M 0.08%
19,100
+14,722
452
$2.34M 0.08%
25,880
-7,129
453
$2.33M 0.08%
18,186
-5,943
454
$2.33M 0.08%
104,411
-60,142
455
$2.32M 0.08%
43,990
-14,163
456
$2.32M 0.08%
47,689
-16,594
457
$2.32M 0.08%
57,042
+14,214
458
$2.32M 0.08%
68,954
-17,366
459
$2.31M 0.08%
44,431
+6,867
460
$2.31M 0.08%
181,384
-41,191
461
$2.31M 0.07%
172,013
-2,792
462
$2.3M 0.07%
93,869
-9,357
463
$2.3M 0.07%
68,170
+25,501
464
$2.3M 0.07%
80,632
-59,051
465
$2.29M 0.07%
33,953
+19,613
466
$2.28M 0.07%
130,915
+84,282
467
$2.28M 0.07%
17,612
-12,113
468
$2.27M 0.07%
35,951
-70,978
469
$2.27M 0.07%
84,585
+68,538
470
$2.26M 0.07%
183,568
-233,514
471
$2.26M 0.07%
105,001
+2,056
472
$2.26M 0.07%
157,646
-83,195
473
$2.25M 0.07%
28,916
+9,851
474
$2.25M 0.07%
144,906
-31,403
475
$2.24M 0.07%
277,580
-44,692
17 18
19
20 21