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
1051
$391K 0.02%
7,373
+1,308
1052
$390K 0.02%
27,383
+6,660
1053
$389K 0.02%
14,856
+2,077
1054
$389K 0.02%
25,085
+2,182
1055
$389K 0.02%
2,686
-121
1056
$387K 0.02%
3,141
+474
1057
$387K 0.02%
2,733
-2,404
1058
$386K 0.02%
10,515
+2,031
1059
$386K 0.02%
+8,882
1060
$382K 0.02%
30,918
+185
1061
$381K 0.02%
9,586
-3,582
1062
$380K 0.02%
+4,916
1063
$379K 0.02%
14,874
+716
1064
$379K 0.02%
1,784
-381
1065
$378K 0.02%
11,164
+500
1066
$378K 0.02%
+4,562
1067
$377K 0.02%
566
-132
1068
$376K 0.02%
7,872
+873
1069
$376K 0.02%
+19,498
1070
$376K 0.02%
62,838
-5,328
1071
$376K 0.02%
13,538
+1,630
1072
$373K 0.02%
+2,475
1073
$373K 0.02%
17,176
+2,347
1074
$373K 0.02%
29,246
+1,477
1075
$372K 0.02%
18,039
-354
41 42
43
44 45