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
901
$516K 0.03%
5,865
+3,500
902
$515K 0.03%
7,965
-4,345
903
$515K 0.03%
13,137
-216,496
904
$515K 0.03%
20,068
+4,550
905
$514K 0.03%
5,553
-721
906
$512K 0.03%
34,448
-333,062
907
$512K 0.03%
+7,152
908
$511K 0.03%
3,648
+1,246
909
$511K 0.03%
11,958
-2,223
910
$511K 0.03%
2,533
+468
911
$509K 0.03%
7,134
+3,592
912
$509K 0.03%
6,540
-13,983
913
$509K 0.03%
50,864
+6,746
914
$507K 0.03%
6,044
-446
915
$505K 0.03%
10,314
+1,174
916
$505K 0.03%
28,611
+1,915
917
$504K 0.03%
11,908
-9,125
918
$502K 0.03%
8,382
-12,022
919
$502K 0.03%
23,592
+3,964
920
$500K 0.03%
11,372
+5,113
921
$500K 0.03%
19,250
+1,282
922
$498K 0.03%
15,700
+3,927
923
$497K 0.03%
18,907
+984
924
$496K 0.03%
3,113
+308
925
$496K 0.03%
5,511
-341
35 36
37
38 39