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
826
$583K 0.03%
26,394
-7,754
827
$581K 0.03%
15,235
+1,313
828
$581K 0.03%
41,057
-4,920
829
$578K 0.03%
69,420
-618
830
$577K 0.03%
147,876
+27,494
831
$577K 0.03%
101,110
+28,086
832
$576K 0.03%
24,541
-1,230
833
$576K 0.03%
18,341
+2,417
834
$574K 0.03%
12,069
+2,188
835
$571K 0.03%
+3,798
836
$571K 0.03%
9,152
+2,944
837
$571K 0.03%
29,795
+3,458
838
$571K 0.03%
+4,057
839
$570K 0.03%
+3,689
840
$570K 0.03%
12,811
+670
841
$569K 0.03%
47,528
+4,061
842
$568K 0.03%
7,957
+1,268
843
$568K 0.03%
11,710
+2,616
844
$567K 0.03%
38,587
-401
845
$567K 0.03%
3,206
-2,666
846
$563K 0.03%
4,861
+754
847
$561K 0.03%
25,272
+12,825
848
$561K 0.03%
89,309
+19,932
849
$561K 0.03%
40,498
+9,488
850
$560K 0.03%
60,042
+7,603
32 33
34
35 36