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
601
$698K 0.04%
3,317
-1,202
602
$697K 0.04%
34,234
+15,610
603
$696K 0.04%
70,780
-136,948
604
$695K 0.04%
7,294
-2,122
605
$695K 0.04%
26,102
+7,450
606
$695K 0.04%
28,037
+4,827
607
$694K 0.04%
19,595
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608
$691K 0.04%
+8,294
609
$690K 0.04%
8,313
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610
$684K 0.04%
10,880
+5,623
611
$682K 0.04%
17,809
+1,465
612
$678K 0.04%
99,610
+36,376
613
$670K 0.04%
+8,707
614
$668K 0.04%
8,886
-20,458
615
$668K 0.04%
6,930
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616
$664K 0.04%
11,127
-14,112
617
$661K 0.04%
13,894
+7,608
618
$661K 0.04%
+20,520
619
$658K 0.03%
9,672
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620
$654K 0.03%
39,759
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621
$652K 0.03%
19,454
-14,136
622
$651K 0.03%
10,430
+3,685
623
$648K 0.03%
7,995
+1,518
624
$646K 0.03%
9,908
-27,872
625
$646K 0.03%
4,935
-11,505
23 24
25
26 27