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
26
$9.57M 0.31%
2,344
-1,029
27
$9.53M 0.31%
117,684
-37,765
28
$9.21M 0.3%
35,148
-13,196
29
$9.16M 0.3%
41,985
-1,113
30
$8.68M 0.28%
95,910
-63,083
31
$8.51M 0.28%
118,873
+94,043
32
$8.41M 0.27%
180,285
-145,416
33
$8.24M 0.27%
16,472
-1,736
34
$8.21M 0.27%
230,730
+54,800
35
$8.18M 0.27%
57,233
+20,807
36
$8.1M 0.26%
+95,241
37
$8.04M 0.26%
45,272
-14,473
38
$8M 0.26%
97,592
+29,492
39
$7.79M 0.25%
86,110
-297,358
40
$7.77M 0.25%
138,729
-19,683
41
$7.75M 0.25%
136,230
-20,504
42
$7.74M 0.25%
+258,433
43
$7.67M 0.25%
551,705
+379,723
44
$7.67M 0.25%
115,680
-3,972
45
$7.62M 0.25%
98,995
+69,441
46
$7.51M 0.24%
26,863
-2,195
47
$7.44M 0.24%
299,000
-114,000
48
$7.41M 0.24%
34,812
-21,179
49
$7.32M 0.24%
32,860
-19,998
50
$7.3M 0.24%
69,219
-36,540
1
2
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