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
1001
$429K 0.02%
+2,476
1002
$428K 0.02%
7,098
-1,060
1003
$428K 0.02%
6,434
+411
1004
$428K 0.02%
+4,200
1005
$428K 0.02%
1,829
-1,241
1006
$426K 0.02%
3,018
-63
1007
$426K 0.02%
7,344
-1,206
1008
$425K 0.02%
20,540
-1,398
1009
$425K 0.02%
20,858
+239
1010
$425K 0.02%
22,998
+6,662
1011
$424K 0.02%
12,881
+754
1012
$424K 0.02%
5,449
+1,926
1013
$423K 0.02%
+1,512
1014
$421K 0.02%
62,254
-3,620
1015
$421K 0.02%
8,192
-349
1016
$420K 0.02%
+5,119
1017
$418K 0.02%
14,012
+789
1018
$417K 0.02%
8,984
+838
1019
$417K 0.02%
20,539
-1,966
1020
$415K 0.02%
8,120
-1,143
1021
$415K 0.02%
22,970
-3,480
1022
$415K 0.02%
5,960
-4,812
1023
$413K 0.02%
30,490
+1,303
1024
$413K 0.02%
1,621
-2,004
1025
$413K 0.02%
24,298
+6,476
39 40
41
42 43