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
576
$757K 0.04%
+8,512
577
$757K 0.04%
25,500
578
$753K 0.04%
2,489
-325
579
$751K 0.04%
16,327
-31,079
580
$750K 0.04%
+19,365
581
$748K 0.04%
23,397
+3,812
582
$745K 0.04%
+10,236
583
$740K 0.04%
5,712
+1,495
584
$740K 0.04%
2,268
-21,749
585
$735K 0.04%
3,078
-1,827
586
$734K 0.04%
23,734
+3,766
587
$731K 0.04%
54,456
+8,476
588
$730K 0.04%
+5,994
589
$727K 0.04%
25,800
+3,037
590
$723K 0.04%
+5,286
591
$722K 0.04%
40,738
-15,001
592
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23,335
+6,755
593
$712K 0.04%
15,767
-7,139
594
$712K 0.04%
3,269
-1,846
595
$712K 0.04%
4,077
+50
596
$710K 0.04%
16,498
-2,761
597
$709K 0.04%
33,125
+9,647
598
$707K 0.04%
7,794
-3,214
599
$704K 0.04%
34,818
+6,507
600
$699K 0.04%
25,753
-147,502
22 23
24
25 26