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
601
$1.74M 0.06%
148,420
-26,158
602
$1.74M 0.06%
60,620
+627
603
$1.74M 0.06%
38,979
-23,164
604
$1.73M 0.06%
192,827
-197,920
605
$1.73M 0.06%
+64,410
606
$1.73M 0.06%
217,274
+41,313
607
$1.72M 0.06%
2,762
-916
608
$1.71M 0.06%
13,987
-154
609
$1.7M 0.06%
111,152
-65,449
610
$1.69M 0.05%
42,561
-11,139
611
$1.69M 0.05%
+20,596
612
$1.69M 0.05%
16,160
-69,711
613
$1.68M 0.05%
18,481
-270
614
$1.68M 0.05%
151,091
-3,083
615
$1.67M 0.05%
7,209
-5,475
616
$1.67M 0.05%
54,663
-3,647
617
$1.66M 0.05%
+27,335
618
$1.66M 0.05%
26,981
-31,792
619
$1.66M 0.05%
16,356
+6,792
620
$1.66M 0.05%
16,931
-4,711
621
$1.65M 0.05%
+15,536
622
$1.65M 0.05%
6,497
-1,402
623
$1.64M 0.05%
28,943
+2,870
624
$1.64M 0.05%
61,945
-37,023
625
$1.64M 0.05%
110,550
+14,452
23 24
25
26 27