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
476
$1.03M 0.05%
7,973
+1,194
477
$1.03M 0.05%
63,127
+25,661
478
$1.03M 0.05%
29,641
+12,920
479
$1.02M 0.05%
80,836
+40,047
480
$1.02M 0.05%
27,211
+4,987
481
$1.02M 0.05%
18,295
+8,031
482
$1.02M 0.05%
35,253
+11,046
483
$1.01M 0.05%
37,996
-6,656
484
$1.01M 0.05%
10,546
+6,646
485
$1.01M 0.05%
34,936
-40,786
486
$999K 0.05%
25,452
-4,804
487
$999K 0.05%
26,707
+5,194
488
$996K 0.05%
12,452
+440
489
$991K 0.05%
23,250
-50,447
490
$989K 0.05%
39,948
-28,133
491
$985K 0.05%
5,728
-9,748
492
$979K 0.05%
+21,114
493
$974K 0.05%
+8,606
494
$971K 0.05%
+29,623
495
$964K 0.05%
32,715
-5,920
496
$964K 0.05%
35,236
+11,909
497
$961K 0.05%
12,210
+3,454
498
$959K 0.05%
5,250
+353
499
$958K 0.05%
21,554
+5,224
500
$956K 0.05%
32,656
+14,005
18 19
20
21 22