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
1176
$303K 0.02%
+2,394
1177
$302K 0.02%
3,792
-6,647
1178
$302K 0.02%
3,667
-4,715
1179
$301K 0.02%
2,910
-3,774
1180
$301K 0.02%
16,130
+1,292
1181
$300K 0.02%
+54,826
1182
$300K 0.02%
2,286
+354
1183
$299K 0.02%
+8,887
1184
$298K 0.02%
+3,965
1185
$297K 0.02%
+5,617
1186
$296K 0.02%
+7,154
1187
$295K 0.02%
+17,234
1188
$293K 0.02%
+8,239
1189
$293K 0.02%
+37,552
1190
$293K 0.02%
24,805
+2,352
1191
$291K 0.02%
+18,460
1192
$290K 0.02%
+15,267
1193
$290K 0.02%
+6,639
1194
$290K 0.02%
+8,454
1195
$290K 0.02%
+3,825
1196
$289K 0.02%
111,839
+10,939
1197
$289K 0.02%
+32,867
1198
$288K 0.02%
3,945
-223
1199
$288K 0.02%
2,135
-2,200
1200
$287K 0.02%
2,861
+529
46 47
48
49 50