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
876
$230K 0.01%
+10,336
877
$229K 0.01%
73,731
+31,923
878
$229K 0.01%
16,584
-13,311
879
$228K 0.01%
67,111
+24,900
880
$227K 0.01%
7,839
-6,412
881
$227K 0.01%
2,134
-28,619
882
$225K 0.01%
12,597
+4,702
883
$225K 0.01%
2,296
-5,380
884
$224K 0.01%
+8,322
885
$223K 0.01%
2,375
-6,286
886
$222K 0.01%
+10,392
887
$222K 0.01%
53,292
+13,947
888
$221K 0.01%
+10,273
889
$221K 0.01%
+2,401
890
$216K 0.01%
73,837
+36,829
891
$216K 0.01%
+12,120
892
$215K 0.01%
+7,824
893
$214K 0.01%
5,113
-33,195
894
$214K 0.01%
+670
895
$213K 0.01%
+1,946
896
$210K 0.01%
+2,647
897
$208K 0.01%
+12,597
898
$205K 0.01%
+8,194
899
$204K 0.01%
+11,294
900
$203K 0.01%
+2,310
34 35
36
37 38