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
651
$580K 0.03%
17,749
+4,897
652
$579K 0.03%
6,450
-43,387
653
$577K 0.03%
4,483
-1,544
654
$577K 0.03%
+48,434
655
$575K 0.03%
12,112
-8,165
656
$574K 0.03%
+125,885
657
$570K 0.03%
28,636
+2,172
658
$565K 0.03%
+2,514
659
$564K 0.03%
5,428
-1,908
660
$562K 0.03%
13,221
+9,935
661
$561K 0.03%
+39,047
662
$557K 0.03%
7,709
+1,953
663
$553K 0.03%
12,860
-3,169
664
$551K 0.03%
14,597
+3,875
665
$551K 0.03%
2,068
-8,447
666
$549K 0.03%
13,873
+8,679
667
$548K 0.03%
4,368
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668
$548K 0.03%
16,959
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669
$548K 0.03%
26,495
+4,727
670
$545K 0.03%
+17,284
671
$544K 0.03%
3,297
-12,874
672
$543K 0.03%
9,253
+6,576
673
$539K 0.03%
+29,901
674
$537K 0.03%
22,904
-433,576
675
$535K 0.03%
30,721
-19,026
25 26
27
28 29