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
751
$669K 0.04%
4,420
-390
752
$668K 0.04%
3,006
+1,491
753
$666K 0.04%
13,814
-124
754
$666K 0.04%
9,492
-290
755
$665K 0.04%
27,114
-1,835
756
$665K 0.04%
20,339
-4,689
757
$661K 0.04%
25,452
+1,043
758
$660K 0.04%
12,254
+651
759
$659K 0.04%
26,249
+1,419
760
$658K 0.04%
8,342
+1,528
761
$657K 0.04%
162,174
+2,996
762
$657K 0.04%
24,868
+2,876
763
$657K 0.04%
6,697
-5,313
764
$656K 0.04%
788
-1,536
765
$656K 0.04%
28,790
+3,914
766
$656K 0.04%
5,972
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767
$655K 0.04%
67,284
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768
$654K 0.04%
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769
$653K 0.04%
26,106
-1,056
770
$653K 0.04%
15,075
+1,020
771
$650K 0.03%
7,641
+892
772
$648K 0.03%
5,417
-3,367
773
$647K 0.03%
105,347
+35,020
774
$646K 0.03%
3,911
+412
775
$644K 0.03%
55,307
+7,003
29 30
31
32 33