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
701
$731K 0.04%
+5,430
702
$729K 0.04%
13,954
+1,811
703
$728K 0.04%
40,708
+20,198
704
$727K 0.04%
30,677
+2,744
705
$725K 0.04%
30,868
+15,948
706
$724K 0.04%
+1,085
707
$721K 0.04%
17,638
+634
708
$720K 0.04%
+3,497
709
$718K 0.04%
29,649
+1,719
710
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3,070
-4,665
711
$717K 0.04%
39,516
-100
712
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12,583
-13,167
713
$716K 0.04%
17,532
+2,774
714
$715K 0.04%
+13,561
715
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6,275
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716
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5,928
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717
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24,192
-4,091
718
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6,898
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719
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9,072
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720
$709K 0.04%
+884
721
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2,241
-2,143
722
$707K 0.04%
48,549
+9,302
723
$706K 0.04%
8,714
+516
724
$706K 0.04%
145,630
+42,545
725
$705K 0.04%
39,562
+6,728
27 28
29
30 31