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
76
$3.06M 0.16%
47,131
+6,524
77
$3.05M 0.16%
174,870
+56,915
78
$2.97M 0.16%
+20,318
79
$2.97M 0.16%
26,957
+18,908
80
$2.93M 0.16%
64,881
+11,479
81
$2.92M 0.16%
+46,079
82
$2.89M 0.16%
107,043
-8,767
83
$2.89M 0.16%
+658
84
$2.88M 0.15%
6,332
+555
85
$2.87M 0.15%
742
+73
86
$2.81M 0.15%
11,640
+661
87
$2.81M 0.15%
+44,971
88
$2.8M 0.15%
37,990
+19,339
89
$2.79M 0.15%
45,847
+39,231
90
$2.77M 0.15%
26,518
+2,058
91
$2.76M 0.15%
+142,607
92
$2.76M 0.15%
51,407
+18,730
93
$2.75M 0.15%
204,846
+23,057
94
$2.74M 0.15%
121,200
+7,104
95
$2.73M 0.15%
22,835
+17,338
96
$2.7M 0.15%
23,675
-3,715
97
$2.66M 0.14%
76,846
+16,794
98
$2.66M 0.14%
10,018
+147
99
$2.65M 0.14%
+50,727
100
$2.64M 0.14%
42,953
+8,935
2 3
4
5 6