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
901
$202K 0.01%
1,045
-2,821
902
$202K 0.01%
+78,896
903
$201K 0.01%
4,259
-24,000
904
$200K 0.01%
+24,269
905
$198K 0.01%
24,476
+5,597
906
$196K 0.01%
+11,253
907
$195K 0.01%
+2,251
908
$177K 0.01%
+10,893
909
$174K 0.01%
56,021
-27,008
910
$170K 0.01%
32,937
-15,178
911
$167K 0.01%
+29,259
912
$135K 0.01%
25,000
913
$135K 0.01%
13,116
-31,636
914
$131K 0.01%
+13,227
915
$129K 0.01%
+11,670
916
$128K 0.01%
+1,541
917
$125K 0.01%
+10,113
918
$125K 0.01%
27,732
-54,473
919
$122K 0.01%
24,768
+397
920
$118K 0.01%
+14,364
921
$109K 0.01%
25,715
+5,943
922
$107K 0.01%
23,517
+8,170
923
$94K 0.01%
4,526
+1,096
924
$84K ﹤0.01%
24,134
+7,159
925
$83K ﹤0.01%
79,833
+18,305
35 36
37
38 39