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
976
$446K 0.02%
4,642
-1,933
977
$446K 0.02%
31,566
+6,416
978
$446K 0.02%
2,394
-1,497
979
$445K 0.02%
2,301
-1,229
980
$445K 0.02%
149,394
+7,972
981
$444K 0.02%
11,432
+2,007
982
$444K 0.02%
679
+422
983
$443K 0.02%
2,635
-776
984
$443K 0.02%
3,728
-1,400
985
$442K 0.02%
2,258
-103
986
$438K 0.02%
9,488
+349
987
$438K 0.02%
+27,607
988
$438K 0.02%
27,403
-1,220
989
$437K 0.02%
21,814
+3,332
990
$434K 0.02%
13,781
+2,331
991
$434K 0.02%
+7,000
992
$433K 0.02%
17,995
-4,530
993
$433K 0.02%
+2,352
994
$431K 0.02%
36,033
+2,850
995
$431K 0.02%
23,698
+3,450
996
$431K 0.02%
54,894
+11,485
997
$430K 0.02%
5,721
+1,064
998
$429K 0.02%
3,734
-2,812
999
$429K 0.02%
+1,882
1000
$429K 0.02%
+10,733
38 39
40
41 42