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
751
$1.18M 0.04%
236,761
-135,022
752
$1.18M 0.04%
24,198
-4,656
753
$1.17M 0.04%
62,106
-121,529
754
$1.17M 0.04%
14,102
-43,598
755
$1.16M 0.04%
262,220
-74,101
756
$1.16M 0.04%
+40,341
757
$1.16M 0.04%
113,933
-688,533
758
$1.16M 0.04%
+10,656
759
$1.16M 0.04%
59,582
+17,857
760
$1.16M 0.04%
16,824
-13,788
761
$1.15M 0.04%
19,022
-26,435
762
$1.15M 0.04%
55,085
-5,596
763
$1.15M 0.04%
33,420
-21,005
764
$1.15M 0.04%
267,665
-129,609
765
$1.14M 0.04%
202,866
-658,253
766
$1.14M 0.04%
26,976
+510
767
$1.14M 0.04%
339,453
-250,765
768
$1.14M 0.04%
33,117
-34,479
769
$1.14M 0.04%
10,435
-5,745
770
$1.14M 0.04%
35,313
+21,629
771
$1.13M 0.04%
69,216
-27,041
772
$1.13M 0.04%
46,901
-25,786
773
$1.13M 0.04%
13,795
+4,767
774
$1.13M 0.04%
22,876
-53,644
775
$1.12M 0.04%
49,579
+38,148
29 30
31
32 33