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
1151
$319K 0.02%
24,291
+1,729
1152
$318K 0.02%
+3,511
1153
$318K 0.02%
22,234
+2,806
1154
$317K 0.02%
13,405
-841
1155
$313K 0.02%
15,664
+3,101
1156
$312K 0.02%
11,190
+312
1157
$312K 0.02%
17,198
+664
1158
$310K 0.02%
41,922
+3,358
1159
$310K 0.02%
31,234
-5,519
1160
$309K 0.02%
7,587
-4,024
1161
$309K 0.02%
4,886
-1,636
1162
$309K 0.02%
41,976
+6,175
1163
$309K 0.02%
11,329
-332
1164
$308K 0.02%
8,284
+982
1165
$308K 0.02%
65,324
-678
1166
$308K 0.02%
8,953
+1,411
1167
$308K 0.02%
18,623
+2,250
1168
$307K 0.02%
11,947
+1,215
1169
$306K 0.02%
25,000
1170
$306K 0.02%
2,432
-285
1171
$305K 0.02%
9,547
+1,217
1172
$305K 0.02%
+15,121
1173
$305K 0.02%
3,364
+659
1174
$303K 0.02%
4,128
+26
1175
$303K 0.02%
+2,840
45 46
47
48 49