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
$1.89B
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,133
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$15.1M
3
+$14.3M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$12.2M
5
KLAC icon
KLA
KLAC
+$11.7M

Top Sells

1
+$18.2M
2
+$17.1M
3
+$13.8M
4
MPC icon
Marathon Petroleum
MPC
+$13.7M
5
UNP icon
Union Pacific
UNP
+$13.4M

Sector Composition

1 Financials 19.67%
2 Technology 10.93%
3 Industrials 10.53%
4 Healthcare 10.11%
5 Consumer Discretionary 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
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-6,342
1052
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-6,466
1053
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-31,351
1054
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-4,428
1055
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-5,816
1056
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-25,235
1057
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-3,808
1058
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-19,956
1059
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-4,184
1060
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-259,390
1061
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-16,053
1062
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-1,417
1063
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-13,572
1064
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-7,300
1065
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-48,166
1066
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-13,663
1067
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-4,888
1068
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-4,908
1069
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-2,174
1070
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-11,099
1071
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-104,641
1072
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-15,441
1073
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-1,311
1074
– –
-28,517
1075
– –
-124,869
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