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
1126
$340K 0.02%
+6,999
1127
$339K 0.02%
12,664
+2,266
1128
$339K 0.02%
68,355
-4,080
1129
$339K 0.02%
36,084
+1,536
1130
$338K 0.02%
1,127
+34
1131
$338K 0.02%
7,379
+1,353
1132
$337K 0.02%
+1,642
1133
$337K 0.02%
10,968
-3,394
1134
$336K 0.02%
28,525
+6,072
1135
$334K 0.02%
11,002
+2,423
1136
$332K 0.02%
29,442
+9,512
1137
$332K 0.02%
+27,536
1138
$332K 0.02%
13,145
-1
1139
$330K 0.02%
+16,863
1140
$329K 0.02%
3,880
-4,380
1141
$329K 0.02%
11,243
-203
1142
$326K 0.02%
1,676
-10,940
1143
$325K 0.02%
15,037
-2,799
1144
$325K 0.02%
4,782
-1,660
1145
$325K 0.02%
+633
1146
$324K 0.02%
14,920
+1,323
1147
$323K 0.02%
9,800
-5,192
1148
$321K 0.02%
2,084
-52
1149
$321K 0.02%
23,833
+2,721
1150
$321K 0.02%
+3,481
44 45
46
47 48