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
776
$642K 0.03%
+5,556
777
$642K 0.03%
11,764
-1,355
778
$641K 0.03%
10,681
-272
779
$641K 0.03%
27,601
-1,830
780
$641K 0.03%
1,254
+426
781
$639K 0.03%
18,237
+2,434
782
$638K 0.03%
46,726
+6,162
783
$638K 0.03%
43,270
-14,596
784
$637K 0.03%
6,146
-254
785
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10,495
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786
$636K 0.03%
21,064
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787
$634K 0.03%
10,021
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788
$633K 0.03%
7,007
+1,820
789
$631K 0.03%
14,558
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790
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16,196
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$627K 0.03%
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15,305
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793
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25,867
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2,000
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795
$624K 0.03%
174,232
+22,652
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18,349
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797
$622K 0.03%
33,883
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798
$621K 0.03%
13,125
+1,875
799
$620K 0.03%
10,460
+210
800
$620K 0.03%
24,358
-803
30 31
32
33 34