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
1101
$355K 0.02%
16,146
+950
1102
$354K 0.02%
18,255
+803
1103
$353K 0.02%
21,827
+135
1104
$353K 0.02%
+1,382
1105
$353K 0.02%
16,435
-12,699
1106
$353K 0.02%
35,416
+1,532
1107
$352K 0.02%
46,286
+14,936
1108
$349K 0.02%
4,571
-544
1109
$348K 0.02%
159
-68
1110
$348K 0.02%
1,812
-86
1111
$347K 0.02%
+5,733
1112
$346K 0.02%
15,667
+1,423
1113
$346K 0.02%
+4,588
1114
$345K 0.02%
+3,713
1115
$344K 0.02%
38,849
+2,520
1116
$344K 0.02%
84,636
+3,130
1117
$343K 0.02%
+1,726
1118
$342K 0.02%
179
-508
1119
$342K 0.02%
6,771
+1,719
1120
$341K 0.02%
390
-297
1121
$341K 0.02%
1,397
-233
1122
$341K 0.02%
27,483
-1,690
1123
$341K 0.02%
13,914
+2,765
1124
$340K 0.02%
4,790
+427
1125
$340K 0.02%
12,654
-2,640
43 44
45
46 47