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
701
$486K 0.03%
28,990
-28,026
702
$482K 0.03%
+4,537
703
$481K 0.03%
1,369
-2,150
704
$479K 0.03%
47,904
-5,828
705
$477K 0.03%
+11,472
706
$476K 0.03%
23,514
-38,030
707
$472K 0.03%
6,446
-8,421
708
$472K 0.03%
53,747
+12,015
709
$470K 0.02%
+3,719
710
$463K 0.02%
3,259
-740
711
$459K 0.02%
+15,085
712
$458K 0.02%
13,691
+6,301
713
$456K 0.02%
+6,865
714
$455K 0.02%
8,293
+1,102
715
$454K 0.02%
+13,561
716
$450K 0.02%
17,269
+7,198
717
$447K 0.02%
26,189
+9,807
718
$446K 0.02%
4,558
-20,357
719
$443K 0.02%
10,889
+2,281
720
$442K 0.02%
6,815
-8,807
721
$442K 0.02%
11,345
+4,345
722
$441K 0.02%
38,648
+8,178
723
$441K 0.02%
+5,550
724
$437K 0.02%
33,550
+3,232
725
$437K 0.02%
+16,394
27 28
29
30 31