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
751
$389K 0.02%
7,002
+703
752
$384K 0.02%
5,495
-35,534
753
$383K 0.02%
+62,855
754
$381K 0.02%
22,532
-10,514
755
$378K 0.02%
14,689
+2,865
756
$376K 0.02%
10,412
+3,262
757
$375K 0.02%
5,768
-17,550
758
$374K 0.02%
+15,801
759
$374K 0.02%
+18,185
760
$373K 0.02%
+11,383
761
$373K 0.02%
6,985
-70,321
762
$369K 0.02%
+8,834
763
$366K 0.02%
27,227
+11,169
764
$366K 0.02%
21,700
+3,760
765
$365K 0.02%
+39,198
766
$363K 0.02%
18,640
-69,864
767
$363K 0.02%
+3,794
768
$363K 0.02%
8,303
-9,625
769
$362K 0.02%
+17,146
770
$359K 0.02%
+10,283
771
$358K 0.02%
+22,474
772
$358K 0.02%
5,052
+1,745
773
$356K 0.02%
748
-331
774
$352K 0.02%
17,755
-3,297
775
$350K 0.02%
+4,886
29 30
31
32 33