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
$3.08B
AUM Growth
-$799M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,687
New
Increased
Reduced
Closed

Top Buys

1
+$30M
2
+$29.9M
3
+$18M
4
VAR
Varian Medical Systems, Inc.
VAR
+$17.8M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$14.5M

Top Sells

1
+$26.9M
2
+$17M
3
+$11.7M
4
SBAC icon
SBA Communications
SBAC
+$11.6M
5
CZR
Caesars Entertainment Corporation
CZR
+$9.04M

Sector Composition

1 Consumer Discretionary 14.3%
2 Healthcare 13.35%
3 Financials 13.02%
4 Industrials 11.09%
5 Technology 10.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$1.8M 0.06%
66,658
-2,786
577
$1.8M 0.06%
21,472
-31,190
578
$1.79M 0.06%
26,242
-18,645
579
$1.79M 0.06%
25,820
-3,002
580
$1.79M 0.06%
97,069
-19,448
581
$1.79M 0.06%
+52,171
582
$1.79M 0.06%
122,450
-6,020
583
$1.78M 0.06%
64,666
-33,586
584
$1.78M 0.06%
34,409
-18,613
585
$1.78M 0.06%
90,400
+2,109
586
$1.78M 0.06%
20,712
-12,995
587
$1.77M 0.06%
22,982
-10,677
588
$1.77M 0.06%
20,457
+16,951
589
$1.76M 0.06%
71,773
+33,280
590
$1.76M 0.06%
122,428
-28,512
591
$1.75M 0.06%
32,135
-4,774
592
$1.75M 0.06%
40,969
-25,407
593
$1.75M 0.06%
211,173
-109,447
594
$1.75M 0.06%
19,466
-46,238
595
$1.75M 0.06%
8,158
-5,957
596
$1.74M 0.06%
45,463
-11,251
597
$1.74M 0.06%
67,639
+27,031
598
$1.74M 0.06%
11,975
-16,172
599
$1.74M 0.06%
79,042
-15,161
600
$1.74M 0.06%
72,167
+948
22 23
24
25 26