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
726
$703K 0.04%
+10,978
727
$701K 0.04%
18,966
+1,950
728
$699K 0.04%
56,256
-28,062
729
$696K 0.04%
27,292
-922
730
$694K 0.04%
38,633
+1,738
731
$693K 0.04%
14,949
-6,060
732
$693K 0.04%
+21,730
733
$692K 0.04%
11,146
-9,889
734
$692K 0.04%
10,328
+2,410
735
$691K 0.04%
25,870
-8,548
736
$689K 0.04%
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737
$688K 0.04%
36,300
-32,157
738
$688K 0.04%
31,336
+3,708
739
$687K 0.04%
6,044
-883
740
$684K 0.04%
4,668
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741
$684K 0.04%
3,656
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742
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113,347
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743
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8,757
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744
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22,701
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745
$681K 0.04%
148,302
-15,367
746
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14,685
-1,053
747
$677K 0.04%
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748
$677K 0.04%
4,200
-1
749
$674K 0.04%
45,542
+1,512
750
$673K 0.04%
3,480
+2,097
28 29
30
31 32