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
476
$1.1M 0.06%
8,900
-254
477
$1.1M 0.06%
18,942
-54
478
$1.1M 0.06%
17,846
+3,451
479
$1.1M 0.06%
2,894
+227
480
$1.1M 0.06%
8,111
-406
481
$1.09M 0.06%
19,240
+10,408
482
$1.09M 0.06%
115,975
+442
483
$1.09M 0.06%
6,159
-10,652
484
$1.09M 0.06%
22,011
-267
485
$1.09M 0.06%
14,464
-2,637
486
$1.09M 0.06%
10,396
+673
487
$1.08M 0.06%
53,752
+3,986
488
$1.08M 0.06%
+12,696
489
$1.08M 0.06%
4,577
-534
490
$1.08M 0.06%
19,565
+4,765
491
$1.07M 0.06%
14,471
+5,819
492
$1.07M 0.06%
3,952
+866
493
$1.07M 0.06%
55,362
+15,164
494
$1.07M 0.06%
8,093
+43
495
$1.06M 0.06%
14,540
+859
496
$1.06M 0.06%
76,661
+8,617
497
$1.06M 0.06%
44,827
-1,875
498
$1.06M 0.06%
11,833
+1,399
499
$1.06M 0.06%
73,365
-18,176
500
$1.06M 0.06%
19,621
+4,720
18 19
20
21 22