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
501
$1.05M 0.06%
26,345
+1,929
502
$1.05M 0.06%
8,389
-2,114
503
$1.05M 0.06%
73,488
+9,102
504
$1.05M 0.06%
21,553
+10,981
505
$1.05M 0.06%
28,287
+11,220
506
$1.05M 0.06%
37,398
+11,409
507
$1.05M 0.06%
24,460
-2,377
508
$1.04M 0.06%
14,563
-1,178
509
$1.04M 0.06%
121,180
+8,277
510
$1.04M 0.06%
47,664
-361
511
$1.04M 0.06%
20,859
+1,292
512
$1.03M 0.06%
15,685
+690
513
$1.03M 0.06%
22,887
+5,294
514
$1.03M 0.06%
6,676
+2,482
515
$1.03M 0.06%
8,479
+126
516
$1.02M 0.05%
+10,330
517
$1.01M 0.05%
20,354
-717
518
$1.01M 0.05%
11,218
+431
519
$1.01M 0.05%
5,241
-2,456
520
$1.01M 0.05%
25,687
+2,254
521
$1.01M 0.05%
6,539
-5,254
522
$1.01M 0.05%
59,445
+10,606
523
$1M 0.05%
13,531
+3,669
524
$1M 0.05%
17,234
+691
525
$1M 0.05%
94,717
+40,333
19 20
21
22 23