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
601
$872K 0.05%
14,604
+1,706
602
$871K 0.05%
15,314
-3,407
603
$866K 0.05%
87,816
+8,018
604
$866K 0.05%
+259
605
$864K 0.05%
8,185
+83
606
$864K 0.05%
11,135
+2,175
607
$863K 0.05%
116,102
+14,825
608
$862K 0.05%
12,772
+2,111
609
$860K 0.05%
48,622
+4,289
610
$859K 0.05%
63,041
-42,116
611
$856K 0.05%
126,216
-93,908
612
$856K 0.05%
39,954
-6,713
613
$853K 0.05%
62,236
+11,437
614
$853K 0.05%
24,225
+16,756
615
$851K 0.05%
7,187
-1,365
616
$851K 0.05%
15,158
-54,217
617
$850K 0.05%
27,194
-67
618
$847K 0.05%
4,831
-518
619
$847K 0.05%
6,827
-1,496
620
$846K 0.05%
16,446
+320
621
$846K 0.05%
9,727
+832
622
$845K 0.05%
32,292
+9,908
623
$845K 0.05%
30,075
-1,922
624
$843K 0.05%
71,659
+9,163
625
$843K 0.05%
13,673
+1,326
23 24
25
26 27