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
$3.08B
AUM Growth
-$799M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,687
New
Increased
Reduced
Closed

Top Buys

1
+$30M
2
+$29.9M
3
+$18M
4
VAR
Varian Medical Systems, Inc.
VAR
+$17.8M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$14.5M

Top Sells

1
+$26.9M
2
+$17M
3
+$11.7M
4
SBAC icon
SBA Communications
SBAC
+$11.6M
5
CZR
Caesars Entertainment Corporation
CZR
+$9.04M

Sector Composition

1 Consumer Discretionary 14.3%
2 Healthcare 13.35%
3 Financials 13.02%
4 Industrials 11.09%
5 Technology 10.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$353K 0.01%
3,608
-4,089
1202
$352K 0.01%
67,739
-29,155
1203
$351K 0.01%
+57,712
1204
$349K 0.01%
+3,014
1205
$345K 0.01%
+13,287
1206
$345K 0.01%
89,198
-54,850
1207
$345K 0.01%
18,300
-6,359
1208
$340K 0.01%
3,160
-8,358
1209
$339K 0.01%
+12,898
1210
$338K 0.01%
2,535
+1,064
1211
$336K 0.01%
+10,254
1212
$336K 0.01%
+7,113
1213
$332K 0.01%
+9,205
1214
$331K 0.01%
25,733
-81,143
1215
$330K 0.01%
22,279
+8,384
1216
$329K 0.01%
31,800
-108,107
1217
$329K 0.01%
12,078
-9,509
1218
$329K 0.01%
50,422
-13,576
1219
$328K 0.01%
+3,478
1220
$324K 0.01%
62,349
+26,841
1221
$322K 0.01%
18,217
+856
1222
$322K 0.01%
9,424
-6,986
1223
$322K 0.01%
33,019
-1,911
1224
$322K 0.01%
+12,349
1225
$320K 0.01%
320,379
-70,537
47 48
49
50 51