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
1026
$412K 0.02%
12,523
-3,468
1027
$411K 0.02%
2,656
-1,013
1028
$411K 0.02%
13,687
+820
1029
$410K 0.02%
13,460
+411
1030
$410K 0.02%
23,754
-9,959
1031
$409K 0.02%
61,364
+2,944
1032
$408K 0.02%
5,423
+1,911
1033
$408K 0.02%
14,429
+1,687
1034
$406K 0.02%
+19,456
1035
$406K 0.02%
11,275
+2,401
1036
$405K 0.02%
1,959
-3,054
1037
$405K 0.02%
113,571
+6,610
1038
$403K 0.02%
15,675
-5,543
1039
$401K 0.02%
9,844
-1,635
1040
$400K 0.02%
9,907
+677
1041
$399K 0.02%
4,484
+321
1042
$397K 0.02%
+5,531
1043
$397K 0.02%
4,963
-229
1044
$395K 0.02%
18,600
-3,347
1045
$395K 0.02%
19,460
+1,340
1046
$395K 0.02%
7,757
+867
1047
$394K 0.02%
34,447
+1,801
1048
$393K 0.02%
40,986
+8,317
1049
$393K 0.02%
12,768
-5,572
1050
$392K 0.02%
33,447
+3,778
40 41
42
43 44