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
801
$307K 0.02%
22,260
+4,900
802
$307K 0.02%
+9,836
803
$301K 0.02%
+5,744
804
$299K 0.02%
9,787
-16,446
805
$298K 0.02%
9,818
-6,510
806
$296K 0.02%
+7,569
807
$293K 0.02%
460
+56
808
$292K 0.02%
+6,678
809
$291K 0.02%
+3,919
810
$290K 0.02%
3,470
+109
811
$290K 0.02%
+26,571
812
$290K 0.02%
41,896
-8,660
813
$288K 0.02%
28,016
-26,044
814
$288K 0.02%
+10,593
815
$286K 0.02%
+7,274
816
$286K 0.02%
+9,446
817
$285K 0.02%
+45,247
818
$285K 0.02%
44,523
+20,399
819
$279K 0.01%
13,647
+3,923
820
$278K 0.01%
3,523
+539
821
$278K 0.01%
+3,401
822
$274K 0.01%
4,012
-5,173
823
$273K 0.01%
+19,089
824
$272K 0.01%
4,069
-6,961
825
$270K 0.01%
+4,880
31 32
33
34 35