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
626
$843K 0.05%
10,035
+42
627
$840K 0.05%
+61,786
628
$840K 0.05%
15,110
-772
629
$840K 0.05%
24,216
+2,281
630
$839K 0.05%
44,552
-1,748
631
$834K 0.04%
+13,372
632
$834K 0.04%
5,064
+529
633
$834K 0.04%
18,499
+7,097
634
$833K 0.04%
28,307
-5,208
635
$829K 0.04%
5,133
-970
636
$828K 0.04%
3,327
-5,430
637
$827K 0.04%
15,582
+6,883
638
$826K 0.04%
31,666
+11,757
639
$825K 0.04%
37,074
+982
640
$824K 0.04%
10,993
+1,608
641
$823K 0.04%
13,439
+176
642
$818K 0.04%
17,097
+1,064
643
$817K 0.04%
5,807
-3,542
644
$817K 0.04%
39,315
-9,968
645
$809K 0.04%
28,014
+2,634
646
$808K 0.04%
+57,999
647
$808K 0.04%
10,491
+3,492
648
$808K 0.04%
15,966
+3,547
649
$806K 0.04%
10,654
+5,027
650
$804K 0.04%
19,731
+2,823
24 25
26
27 28