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
926
$494K 0.03%
17,414
+2,868
927
$494K 0.03%
+15,533
928
$493K 0.03%
+5,832
929
$493K 0.03%
+9,236
930
$492K 0.03%
48,181
-11,136
931
$491K 0.03%
52,610
-20,666
932
$489K 0.03%
5,963
-8,778
933
$487K 0.03%
5,627
+2,187
934
$487K 0.03%
11,448
-498
935
$487K 0.03%
+10,612
936
$486K 0.03%
28,447
-2,138
937
$485K 0.03%
5,768
-2,684
938
$485K 0.03%
9,275
+985
939
$483K 0.03%
14,123
+3,868
940
$483K 0.03%
+3,261
941
$482K 0.03%
28,209
+3,140
942
$482K 0.03%
1,523
+66
943
$481K 0.03%
+10,357
944
$481K 0.03%
7,585
+4,420
945
$479K 0.03%
+11,949
946
$479K 0.03%
307,262
+43,294
947
$478K 0.03%
4,469
-3,528
948
$477K 0.03%
23,657
+1,309
949
$477K 0.03%
31,231
+630
950
$476K 0.03%
7,110
+787
36 37
38
39 40