WG

Winton Group Portfolio holdings

AUM $2.9B
1-Year Est. Return 27.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.22%
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
+$15M
2
+$12.8M
3
+$11.6M
4
NVDA icon
NVIDIA
NVDA
+$10.5M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$9.02M

Top Sells

1
+$34.4M
2
+$28.2M
3
+$24.1M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$14.7M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$12.9M

Sector Composition

1 Financials 17.09%
2 Technology 11.66%
3 Consumer Discretionary 10.74%
4 Industrials 10.41%
5 Healthcare 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$559K 0.03%
28,940
+3,867
852
$558K 0.03%
13,209
-10,234
853
$557K 0.03%
11,363
-5,504
854
$556K 0.03%
+12,200
855
$555K 0.03%
11,645
-16,825
856
$555K 0.03%
28,110
+9,363
857
$554K 0.03%
54,455
-78,510
858
$552K 0.03%
13,089
-2,146
859
$552K 0.03%
34,520
-1,085
860
$549K 0.03%
29,104
-8,452
861
$549K 0.03%
20,297
+1,386
862
$548K 0.03%
4,784
+832
863
$547K 0.03%
12,105
+5,095
864
$547K 0.03%
20,586
-2,679
865
$547K 0.03%
2,979
-3,677
866
$547K 0.03%
3,307
+1,636
867
$547K 0.03%
38,061
+3,753
868
$546K 0.03%
9,437
+1,402
869
$545K 0.03%
+10,039
870
$543K 0.03%
31,687
+8,290
871
$543K 0.03%
713
-23
872
$542K 0.03%
6,257
-5,142
873
$541K 0.03%
19,613
-2,662
874
$540K 0.03%
17,730
-26,450
875
$540K 0.03%
+3,940
33 34
35
36 37