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
826
$270K 0.01%
35,901
+13,406
827
$269K 0.01%
+24,312
828
$269K 0.01%
14,639
+2,702
829
$267K 0.01%
1,915
+576
830
$265K 0.01%
+31,647
831
$265K 0.01%
22,402
+4,766
832
$262K 0.01%
27,829
-71,535
833
$260K 0.01%
20,615
+8,118
834
$256K 0.01%
+2,288
835
$256K 0.01%
+3,588
836
$256K 0.01%
25,641
+2,121
837
$255K 0.01%
101,774
+35,329
838
$255K 0.01%
8,773
-141
839
$255K 0.01%
21,085
-21,640
840
$255K 0.01%
+56,384
841
$255K 0.01%
+4,721
842
$255K 0.01%
+18,336
843
$254K 0.01%
+2,571
844
$254K 0.01%
+13,949
845
$254K 0.01%
+2,895
846
$254K 0.01%
49,920
+15,624
847
$254K 0.01%
31,760
+8,671
848
$254K 0.01%
4,820
-2,515
849
$253K 0.01%
+5,228
850
$253K 0.01%
98,991
+44,614
32 33
34
35 36