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
776
$349K 0.02%
+6,675
777
$345K 0.02%
+6,329
778
$341K 0.02%
35,625
-12,895
779
$341K 0.02%
21,475
+5,315
780
$339K 0.02%
+5,678
781
$338K 0.02%
+4,131
782
$338K 0.02%
20,893
+4,740
783
$337K 0.02%
+8,272
784
$336K 0.02%
11,099
-5,529
785
$335K 0.02%
32,074
-13,915
786
$334K 0.02%
+15,907
787
$333K 0.02%
3,454
-441
788
$333K 0.02%
17,388
+1,942
789
$331K 0.02%
+22,763
790
$328K 0.02%
2,812
+9
791
$325K 0.02%
+11,812
792
$325K 0.02%
+13,613
793
$322K 0.02%
6,738
+2,355
794
$320K 0.02%
+8,151
795
$316K 0.02%
+9,140
796
$315K 0.02%
4,622
+971
797
$314K 0.02%
+4,609
798
$314K 0.02%
5,744
-1,099
799
$309K 0.02%
+10,369
800
$309K 0.02%
7,991
+3,917
30 31
32
33 34