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
1201
$287K 0.02%
+63,609
1202
$287K 0.02%
24,657
+921
1203
$286K 0.02%
+5,237
1204
$286K 0.02%
+8,314
1205
$286K 0.02%
19,034
+2,442
1206
$284K 0.02%
+60,891
1207
$283K 0.02%
51,004
-21,850
1208
$282K 0.02%
4,232
-3,404
1209
$282K 0.02%
+1,166
1210
$282K 0.02%
6,043
-2,395
1211
$280K 0.02%
+81,513
1212
$280K 0.02%
11,301
+4,022
1213
$280K 0.02%
+13,462
1214
$280K 0.02%
+12,138
1215
$280K 0.02%
6,853
-3,953
1216
$278K 0.01%
+18,524
1217
$278K 0.01%
8,828
+70
1218
$277K 0.01%
7,810
-54,447
1219
$277K 0.01%
18,559
+3,396
1220
$277K 0.01%
60,321
-2,582
1221
$276K 0.01%
4,385
+1,609
1222
$276K 0.01%
2,015
-787
1223
$276K 0.01%
+59,780
1224
$276K 0.01%
5,610
+514
1225
$276K 0.01%
3,456
-6,164
47 48
49
50 51