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
551
$959K 0.05%
15,140
+2,114
552
$956K 0.05%
5,494
-36
553
$954K 0.05%
15,485
+1,043
554
$951K 0.05%
5,225
-176
555
$951K 0.05%
11,098
+830
556
$949K 0.05%
133,299
+58,386
557
$949K 0.05%
+15,568
558
$946K 0.05%
6,370
-1,120
559
$946K 0.05%
+13,215
560
$945K 0.05%
103,175
+35,199
561
$944K 0.05%
28,544
+21,238
562
$944K 0.05%
12,357
-4,160
563
$943K 0.05%
21,163
-2,212
564
$938K 0.05%
7,672
+6,076
565
$935K 0.05%
4,900
-4,749
566
$934K 0.05%
9,057
-933
567
$934K 0.05%
13,276
+1,889
568
$933K 0.05%
+14,370
569
$933K 0.05%
188,423
+6,298
570
$931K 0.05%
9,356
+1,126
571
$931K 0.05%
16,705
+7,094
572
$927K 0.05%
5,370
+1,721
573
$926K 0.05%
5,400
+2,788
574
$925K 0.05%
463,536
+4,565
575
$923K 0.05%
14,108
+1,347
21 22
23
24 25