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
51
$3.65M 0.2%
37,116
-4,512
52
$3.65M 0.2%
+21,200
53
$3.64M 0.2%
+16,684
54
$3.63M 0.2%
167,246
+127,648
55
$3.57M 0.19%
154,971
+116,749
56
$3.53M 0.19%
78,897
+6,507
57
$3.5M 0.19%
92,640
+33,570
58
$3.5M 0.19%
3,045
+292
59
$3.46M 0.19%
53,105
+16,022
60
$3.44M 0.18%
2,304
+562
61
$3.4M 0.18%
36,132
-16,388
62
$3.4M 0.18%
+13,924
63
$3.4M 0.18%
15,436
+1,290
64
$3.35M 0.18%
17,844
+3,171
65
$3.33M 0.18%
110,371
+9,818
66
$3.3M 0.18%
37,557
-4,632
67
$3.3M 0.18%
+23,685
68
$3.29M 0.18%
133,541
+18,462
69
$3.27M 0.18%
156,234
-28,599
70
$3.26M 0.17%
40,733
-922
71
$3.2M 0.17%
63,294
+14,527
72
$3.2M 0.17%
219,288
+201,328
73
$3.16M 0.17%
33,668
+14,251
74
$3.09M 0.17%
21,372
-2,164
75
$3.07M 0.17%
10,223
+779
1 2
3
4 5