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
51
$5.9M 0.31%
124,487
+74,407
52
$5.82M 0.31%
151,533
-4,095
53
$5.76M 0.31%
32,448
+3,222
54
$5.74M 0.3%
12,256
+1,701
55
$5.63M 0.3%
9,526
+2,822
56
$5.55M 0.29%
61,380
+14,941
57
$5.54M 0.29%
52,350
+10,591
58
$5.53M 0.29%
89,421
+47,985
59
$5.51M 0.29%
35,876
+33,444
60
$5.51M 0.29%
32,568
+14,986
61
$5.42M 0.29%
71,286
+67,822
62
$5.41M 0.29%
+44,449
63
$5.32M 0.28%
253,900
+203,262
64
$5.3M 0.28%
58,124
+31,313
65
$5.3M 0.28%
110,261
+63,133
66
$5.28M 0.28%
49,405
+13,333
67
$5.16M 0.27%
36,133
+18,349
68
$5.11M 0.27%
18,136
-5,414
69
$5.08M 0.27%
125,340
+62,328
70
$5.07M 0.27%
+54,482
71
$5.03M 0.27%
23,684
+22,805
72
$4.98M 0.26%
+64,707
73
$4.93M 0.26%
1,231
+165
74
$4.9M 0.26%
+44,561
75
$4.85M 0.26%
71,847
+18,743
1 2
3
4 5