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
101
$2.62M 0.14%
45,171
-8
102
$2.6M 0.14%
25,358
+2,088
103
$2.57M 0.14%
42,484
+10,459
104
$2.54M 0.14%
71,604
+29,625
105
$2.54M 0.14%
54,872
-1,605
106
$2.53M 0.14%
46,488
+40,651
107
$2.53M 0.14%
+4,670
108
$2.52M 0.14%
+4,312
109
$2.51M 0.13%
28,027
+18,456
110
$2.51M 0.13%
57,660
+15,313
111
$2.49M 0.13%
45,197
+886
112
$2.48M 0.13%
112,735
+7,383
113
$2.47M 0.13%
27,739
+6,054
114
$2.47M 0.13%
3,891
+249
115
$2.45M 0.13%
7,622
+1,538
116
$2.45M 0.13%
15,504
+2,055
117
$2.45M 0.13%
25,809
-376
118
$2.44M 0.13%
28,767
+10,477
119
$2.44M 0.13%
73,855
-1,733
120
$2.44M 0.13%
19,300
-6,086
121
$2.44M 0.13%
12,612
+2,721
122
$2.43M 0.13%
15,781
+490
123
$2.42M 0.13%
+7,596
124
$2.42M 0.13%
97,389
-39,078
125
$2.4M 0.13%
+12,256
3 4
5
6 7