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
1076
$372K 0.02%
6,208
+2,227
1077
$371K 0.02%
15,962
+4,252
1078
$371K 0.02%
3,632
+205
1079
$371K 0.02%
11,948
-850
1080
$371K 0.02%
1,848
-1,772
1081
$371K 0.02%
43,041
+50
1082
$370K 0.02%
15,401
+2,336
1083
$365K 0.02%
2,700
-3,090
1084
$365K 0.02%
5,515
+564
1085
$365K 0.02%
2,737
-782
1086
$364K 0.02%
4,969
-2,891
1087
$364K 0.02%
9,082
+1,830
1088
$363K 0.02%
10,969
+4,072
1089
$363K 0.02%
6,254
-1,041
1090
$361K 0.02%
3,962
+149
1091
$359K 0.02%
+2,136
1092
$359K 0.02%
38,686
+1,131
1093
$359K 0.02%
10,956
+156
1094
$358K 0.02%
10,513
+1,263
1095
$358K 0.02%
1,630
-1,164
1096
$357K 0.02%
26,655
+6,327
1097
$357K 0.02%
7,140
+2,404
1098
$355K 0.02%
5,261
-5,454
1099
$355K 0.02%
+7,373
1100
$355K 0.02%
774
-1,995
42 43
44
45 46