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
951
$475K 0.03%
7,884
-10,944
952
$475K 0.03%
+17,028
953
$475K 0.03%
35,493
+19,589
954
$470K 0.03%
21,102
+2,459
955
$468K 0.03%
325,037
+44,735
956
$467K 0.03%
+3,001
957
$467K 0.03%
4,148
-9,196
958
$465K 0.03%
2,423
+1,034
959
$465K 0.03%
+8,463
960
$464K 0.02%
26,607
-207
961
$462K 0.02%
39,336
-10,405
962
$462K 0.02%
30,038
-23,862
963
$458K 0.02%
9,041
-2,674
964
$458K 0.02%
8,177
+849
965
$457K 0.02%
48,205
-47,015
966
$456K 0.02%
10,677
+1,033
967
$455K 0.02%
48,765
-806,016
968
$455K 0.02%
80,577
+4,040
969
$454K 0.02%
14,730
+4,598
970
$452K 0.02%
10,532
+3,377
971
$450K 0.02%
25,416
-5,567
972
$449K 0.02%
24,645
+11,904
973
$449K 0.02%
817
+84
974
$449K 0.02%
13,004
-7,268
975
$447K 0.02%
4,473
-2,038
37 38
39
40 41