WG

Winton Group Portfolio holdings

AUM $2.67B
1-Year Est. Return 29.84%
This Quarter Est. Return
1 Year Est. Return
+29.84%
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
State Street Utilities Select Sector SPDR ETF
XLU
+$8.71M

Top Sells

1
+$34.5M
2
+$29M
3
+$24M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$15.2M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$12.9M

Sector Composition

1 Financials 17.09%
2 Technology 11.7%
3 Consumer Discretionary 10.74%
4 Healthcare 10.39%
5 Industrials 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$922K 0.05%
39,336
+1,321
577
$921K 0.05%
34,896
+283
578
$916K 0.05%
12,721
+1,272
579
$915K 0.05%
22,809
+4,503
580
$915K 0.05%
17,810
+1,586
581
$914K 0.05%
2,982
+879
582
$913K 0.05%
61,457
+708
583
$911K 0.05%
40,411
-5,317
584
$905K 0.05%
7,787
-1,416
585
$902K 0.05%
44,682
+5,596
586
$900K 0.05%
13,484
+7,320
587
$899K 0.05%
+36,685
588
$898K 0.05%
35,135
+10,405
589
$898K 0.05%
25,500
590
$897K 0.05%
11,473
-13,463
591
$897K 0.05%
6,205
-6,826
592
$896K 0.05%
45,550
+5,070
593
$893K 0.05%
5,122
+1,009
594
$892K 0.05%
+20,701
595
$890K 0.05%
21,686
+6,820
596
$888K 0.05%
8,931
+1,894
597
$884K 0.05%
11,398
+1,679
598
$879K 0.05%
8,127
+1,086
599
$876K 0.05%
11,384
-1,266
600
$874K 0.05%
28,909
+24,447
22 23
24
25 26