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
851
$253K 0.01%
162,785
+44,218
852
$253K 0.01%
3,762
+258
853
$250K 0.01%
2,087
+894
854
$250K 0.01%
106,507
+38,424
855
$249K 0.01%
5,733
+800
856
$249K 0.01%
+14,826
857
$248K 0.01%
17,812
+7,145
858
$248K 0.01%
+3,636
859
$248K 0.01%
+6,143
860
$248K 0.01%
18,269
+4,393
861
$247K 0.01%
20,699
-7,120
862
$245K 0.01%
63,084
+21,725
863
$244K 0.01%
14,971
+5,850
864
$243K 0.01%
2,905
+301
865
$242K 0.01%
10,845
-7,463
866
$242K 0.01%
74,104
+24,062
867
$242K 0.01%
20,820
-7,843
868
$241K 0.01%
3,092
+217
869
$238K 0.01%
+29,811
870
$237K 0.01%
25,289
-16,754
871
$236K 0.01%
+6,811
872
$236K 0.01%
+24,572
873
$234K 0.01%
+13,165
874
$233K 0.01%
4,472
-7,183
875
$230K 0.01%
1,477
-5,754
33 34
35
36 37