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
876
$539K 0.03%
13,079
-12,573
877
$538K 0.03%
14,382
+570
878
$537K 0.03%
9,898
+2,387
879
$537K 0.03%
+5,768
880
$537K 0.03%
9,424
-7,400
881
$536K 0.03%
50,682
+26,176
882
$535K 0.03%
164,583
+319
883
$533K 0.03%
4,085
+2,236
884
$533K 0.03%
27,063
-3,861
885
$533K 0.03%
11,196
-743
886
$532K 0.03%
6,096
-253
887
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13,105
+1,469
888
$531K 0.03%
11,039
+1,867
889
$530K 0.03%
1,116
-1,676
890
$529K 0.03%
+19,701
891
$529K 0.03%
5,254
-889
892
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8,484
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893
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16,060
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894
$527K 0.03%
9,971
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895
$525K 0.03%
151,856
-6,223
896
$524K 0.03%
33,485
-6,472
897
$521K 0.03%
9,295
+1,588
898
$520K 0.03%
+3,712
899
$518K 0.03%
15,213
+3,182
900
$516K 0.03%
16,382
+2,178
34 35
36
37 38