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
451
$1.11M 0.06%
83,692
+23,645
452
$1.11M 0.06%
7,970
-385
453
$1.1M 0.06%
24,251
-10,152
454
$1.1M 0.06%
93,516
+51,931
455
$1.09M 0.06%
+9,912
456
$1.09M 0.06%
+22,959
457
$1.09M 0.06%
13,693
-7,874
458
$1.09M 0.06%
68,216
-45,377
459
$1.08M 0.06%
12,072
-3,120
460
$1.08M 0.06%
11,365
-24,025
461
$1.08M 0.06%
52,264
+40,883
462
$1.07M 0.06%
57,587
+11,341
463
$1.07M 0.06%
+14,612
464
$1.07M 0.06%
21,361
+4,250
465
$1.07M 0.06%
14,358
+194
466
$1.07M 0.06%
9,883
+3,561
467
$1.06M 0.06%
13,261
-4,816
468
$1.06M 0.06%
29,650
-35,880
469
$1.06M 0.06%
3,862
-7,163
470
$1.05M 0.06%
37,794
+15,609
471
$1.05M 0.06%
31,425
+3,716
472
$1.05M 0.06%
14,602
-1,168
473
$1.04M 0.06%
13,887
+2,477
474
$1.04M 0.06%
5,998
+4,326
475
$1.03M 0.05%
11,668
+9,047
17 18
19
20 21