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
801
$619K 0.03%
9,335
+2,105
802
$615K 0.03%
38,550
+920
803
$614K 0.03%
4,677
+2,652
804
$613K 0.03%
60,469
-9,137
805
$611K 0.03%
10,738
-12,299
806
$609K 0.03%
34,153
+22,225
807
$608K 0.03%
15,854
+1,431
808
$606K 0.03%
16,480
+406
809
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29,554
+4,621
810
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28,598
+15,064
811
$604K 0.03%
2,537
-4,076
812
$601K 0.03%
7,769
+1,171
813
$600K 0.03%
15,848
-9,619
814
$595K 0.03%
2,969
+12
815
$594K 0.03%
18,135
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816
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13,046
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817
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818
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25,675
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819
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7,766
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820
$589K 0.03%
12,341
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821
$588K 0.03%
31,839
-9,781
822
$587K 0.03%
24,413
-5,802
823
$587K 0.03%
18,441
+564
824
$586K 0.03%
8,856
-2,609
825
$584K 0.03%
19,277
-6,074
31 32
33
34 35