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
$3.08B
AUM Growth
-$799M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,687
New
Increased
Reduced
Closed

Top Buys

1
+$30M
2
+$29.9M
3
+$18M
4
VAR
Varian Medical Systems, Inc.
VAR
+$17.8M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$14.5M

Top Sells

1
+$26.9M
2
+$17M
3
+$11.7M
4
SBAC icon
SBA Communications
SBAC
+$11.6M
5
CZR
Caesars Entertainment Corporation
CZR
+$9.04M

Sector Composition

1 Consumer Discretionary 14.3%
2 Healthcare 13.35%
3 Financials 13.02%
4 Industrials 11.09%
5 Technology 10.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.24M 0.24%
78,975
-16,151
52
$7.15M 0.23%
341,408
-137,997
53
$7.12M 0.23%
6,043
-3,402
54
$7.07M 0.23%
39,089
-10,886
55
$6.94M 0.23%
35,484
-5,606
56
$6.94M 0.23%
36,669
-10,694
57
$6.93M 0.23%
57,685
-45,359
58
$6.89M 0.22%
240,285
-159,915
59
$6.88M 0.22%
54,844
-59,495
60
$6.87M 0.22%
174,713
+123,462
61
$6.86M 0.22%
42,865
-12,723
62
$6.83M 0.22%
32,492
+5,689
63
$6.82M 0.22%
82,896
-35,263
64
$6.76M 0.22%
20,202
-15,044
65
$6.76M 0.22%
157,920
-72,340
66
$6.7M 0.22%
159,434
-7,975
67
$6.56M 0.21%
69,121
-29,316
68
$6.44M 0.21%
78,655
+14,743
69
$6.42M 0.21%
154,559
-69,020
70
$6.28M 0.2%
46,087
+25,353
71
$6.26M 0.2%
37,886
+9,274
72
$6.26M 0.2%
11,184
-6,171
73
$6.26M 0.2%
92,590
-49,519
74
$6.24M 0.2%
358,278
-187,868
75
$6.23M 0.2%
20,728
-9,783
1 2
3
4 5