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
26
$6M 0.32%
11,368
+10,701
27
$5.57M 0.3%
71,607
+30,733
28
$5.52M 0.3%
18,729
+12,321
29
$5.4M 0.29%
49,903
-221,838
30
$5.29M 0.28%
228,678
+155,978
31
$5.24M 0.28%
18,505
+6,572
32
$5.24M 0.28%
93,507
+47,688
33
$5.22M 0.28%
11,184
+903
34
$5.03M 0.27%
+24,169
35
$4.65M 0.25%
11,621
+10,173
36
$4.61M 0.25%
13,338
+12,131
37
$4.55M 0.24%
914
+204
38
$4.36M 0.23%
+19,479
39
$4.32M 0.23%
19,948
+2,206
40
$4.24M 0.23%
+73,104
41
$4.16M 0.22%
70,650
+4,360
42
$4.14M 0.22%
195,583
+152,787
43
$4.12M 0.22%
92,978
+7,718
44
$4.07M 0.22%
79,352
+46,021
45
$3.99M 0.21%
236,257
+28,781
46
$3.96M 0.21%
214,074
+192,035
47
$3.87M 0.21%
27,573
+21,311
48
$3.69M 0.2%
27,011
+1,434
49
$3.68M 0.2%
140,510
+764
50
$3.66M 0.2%
+124,351
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