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
526
$998K 0.05%
11,957
+637
527
$993K 0.05%
49,386
+25,613
528
$993K 0.05%
19,051
+3,635
529
$993K 0.05%
8,991
+1,703
530
$992K 0.05%
9,670
+730
531
$988K 0.05%
14,266
+9,240
532
$984K 0.05%
16,417
+2,855
533
$983K 0.05%
82,463
+42,620
534
$983K 0.05%
16,036
+764
535
$983K 0.05%
3,580
+609
536
$983K 0.05%
8,348
+400
537
$981K 0.05%
5,646
+2,456
538
$978K 0.05%
21,750
+851
539
$978K 0.05%
66,944
-5,360
540
$978K 0.05%
62,589
+15,948
541
$978K 0.05%
5,322
+903
542
$974K 0.05%
36,492
+8,223
543
$973K 0.05%
6,836
-3,308
544
$972K 0.05%
117,840
+41,230
545
$972K 0.05%
13,958
+6,901
546
$970K 0.05%
41,251
+4,393
547
$969K 0.05%
53,204
-5,545
548
$965K 0.05%
16,977
+421
549
$962K 0.05%
18,387
-4,243
550
$960K 0.05%
15,873
+4,227
20 21
22
23 24