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
451
$1.16M 0.06%
34,903
+886
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%
24,724
-15,480
456
$1.15M 0.06%
31,710
+4,817
457
$1.15M 0.06%
30,595
+258
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