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
676
$762K 0.04%
17,684
-1,786
677
$762K 0.04%
8,757
+447
678
$758K 0.04%
9,681
+2,076
679
$757K 0.04%
63,356
-5,400
680
$756K 0.04%
167,242
+152,167
681
$754K 0.04%
4,972
-3,229
682
$754K 0.04%
5,573
-3,610
683
$753K 0.04%
14,534
+2,865
684
$753K 0.04%
52,477
+278
685
$752K 0.04%
8,780
+661
686
$751K 0.04%
3,873
+1,249
687
$751K 0.04%
19,558
+4,347
688
$751K 0.04%
+38,312
689
$751K 0.04%
4,639
+2,501
690
$750K 0.04%
77,319
-6,476
691
$743K 0.04%
+7,960
692
$742K 0.04%
8,891
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693
$742K 0.04%
21,809
+2,232
694
$741K 0.04%
+19,965
695
$741K 0.04%
9,492
-304
696
$740K 0.04%
29,291
+13,155
697
$740K 0.04%
27,511
+2,335
698
$739K 0.04%
50,691
+6,746
699
$737K 0.04%
+3,496
700
$735K 0.04%
5,896
-179
26 27
28
29 30