WG

Winton Group Portfolio holdings

AUM $2.9B
1-Year Est. Return 27.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.22%
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
+$15M
2
+$12.8M
3
+$11.6M
4
NVDA icon
NVIDIA
NVDA
+$10.5M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$9.02M

Top Sells

1
+$34.4M
2
+$28.2M
3
+$24.1M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$14.7M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$12.9M

Sector Composition

1 Financials 17.09%
2 Technology 11.66%
3 Consumer Discretionary 10.74%
4 Industrials 10.41%
5 Healthcare 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1.16M 0.06%
10,179
+6,730
452
$1.16M 0.06%
24,608
-996
453
$1.16M 0.06%
5,623
+1,749
454
$1.15M 0.06%
62,917
+2,251
455
$1.15M 0.06%
30,595
+258
456
$1.15M 0.06%
24,724
-15,480
457
$1.15M 0.06%
31,710
+4,817
458
$1.14M 0.06%
+5,545
459
$1.14M 0.06%
1,953
-1,064
460
$1.13M 0.06%
327,767
-45,395
461
$1.13M 0.06%
3,021
-2,372
462
$1.13M 0.06%
+27,647
463
$1.13M 0.06%
16,331
-5,639
464
$1.12M 0.06%
4,782
-5,297
465
$1.12M 0.06%
+2,383
466
$1.12M 0.06%
1,772
-181
467
$1.12M 0.06%
+8,635
468
$1.12M 0.06%
21,980
+1,313
469
$1.11M 0.06%
13,195
+5,537
470
$1.11M 0.06%
92,947
+14,470
471
$1.11M 0.06%
24,043
+13,970
472
$1.11M 0.06%
8,053
-812
473
$1.11M 0.06%
32,091
-846
474
$1.1M 0.06%
24,264
+4,161
475
$1.1M 0.06%
14,874
-4,729
17 18
19
20 21