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
676
$532K 0.03%
31,606
+6,324
677
$531K 0.03%
10,240
+1,110
678
$531K 0.03%
+4,662
679
$530K 0.03%
7,899
+1,422
680
$528K 0.03%
70,303
-4,711
681
$526K 0.03%
+14,190
682
$524K 0.03%
2,340
-54
683
$522K 0.03%
+10,707
684
$521K 0.03%
18,772
+10,980
685
$519K 0.03%
31,426
+4,863
686
$518K 0.03%
16,023
+2,526
687
$516K 0.03%
19,901
+1,106
688
$513K 0.03%
4,797
-3,428
689
$511K 0.03%
+20,201
690
$511K 0.03%
12,196
+1,345
691
$510K 0.03%
+14,544
692
$505K 0.03%
5,968
-4,503
693
$505K 0.03%
11,528
+1,951
694
$498K 0.03%
+7,915
695
$496K 0.03%
52,618
+23,609
696
$495K 0.03%
23,275
-604
697
$494K 0.03%
+5,223
698
$491K 0.03%
21,579
-7,877
699
$488K 0.03%
15,133
+1,145
700
$487K 0.03%
11,404
-16,213
26 27
28
29 30