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
501
$956K 0.05%
+6,646
502
$956K 0.05%
42,700
+18,820
503
$945K 0.05%
21,386
+194
504
$944K 0.05%
13,389
+6,732
505
$944K 0.05%
40,710
+9,691
506
$940K 0.05%
14,553
+8,454
507
$940K 0.05%
+20,373
508
$938K 0.05%
+10,047
509
$936K 0.05%
22,338
+10
510
$930K 0.05%
+30,562
511
$920K 0.05%
5,434
+2,861
512
$916K 0.05%
20,798
+6,873
513
$915K 0.05%
13,033
-1,307
514
$915K 0.05%
9,882
+85
515
$914K 0.05%
28,592
+1,981
516
$912K 0.05%
27,072
+1,536
517
$911K 0.05%
22,757
+7,109
518
$910K 0.05%
47,059
+6,601
519
$890K 0.05%
11,140
+2,155
520
$885K 0.05%
8,628
+5,618
521
$881K 0.05%
12,155
-9,522
522
$871K 0.05%
26,566
-1,942
523
$870K 0.05%
18,351
-7,053
524
$869K 0.05%
12,146
+3,447
525
$861K 0.05%
4,363
-606
19 20
21
22 23