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
651
$803K 0.04%
12,665
+1,769
652
$803K 0.04%
16,576
+2,968
653
$802K 0.04%
12,320
-3,960
654
$796K 0.04%
18,091
-1,633
655
$796K 0.04%
55,746
+6,872
656
$791K 0.04%
2,249
-582
657
$790K 0.04%
11,209
+8,207
658
$789K 0.04%
137,216
+14,797
659
$789K 0.04%
60,784
-1,014
660
$787K 0.04%
40,857
-7,624
661
$784K 0.04%
20,170
-12,396
662
$783K 0.04%
45,480
+3,902
663
$782K 0.04%
8,344
-3,698
664
$780K 0.04%
13,498
-5,861
665
$779K 0.04%
5,686
-45,388
666
$779K 0.04%
37,001
+18,768
667
$776K 0.04%
9,113
-4,040
668
$772K 0.04%
20,288
-7,766
669
$771K 0.04%
10,215
-319
670
$767K 0.04%
22,518
+5,688
671
$767K 0.04%
7,599
-1,047
672
$767K 0.04%
12,950
+1,546
673
$766K 0.04%
6,206
-2,433
674
$765K 0.04%
4,617
+1,194
675
$763K 0.04%
11,254
-869
25 26
27
28 29