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
$1.89B
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,133
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$15.1M
3
+$14.3M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$12.2M
5
KLAC icon
KLA
KLAC
+$11.7M

Top Sells

1
+$18.2M
2
+$17.1M
3
+$13.8M
4
MPC icon
Marathon Petroleum
MPC
+$13.7M
5
UNP icon
Union Pacific
UNP
+$13.4M

Sector Composition

1 Financials 19.67%
2 Technology 10.93%
3 Industrials 10.53%
4 Healthcare 10.11%
5 Consumer Discretionary 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.92M 0.21%
85,150
+63,535
102
$3.86M 0.2%
98,532
+38,467
103
$3.85M 0.2%
+99,197
104
$3.85M 0.2%
91,395
-2,040
105
$3.83M 0.2%
32,910
-11,315
106
$3.81M 0.2%
107,903
+48,450
107
$3.8M 0.2%
15,705
+5,751
108
$3.79M 0.2%
26,036
+5,892
109
$3.78M 0.2%
33,714
+11,214
110
$3.76M 0.2%
72,793
+29,728
111
$3.74M 0.2%
13,713
+2,517
112
$3.74M 0.2%
103,039
+19,732
113
$3.7M 0.2%
+39,901
114
$3.69M 0.2%
248,553
-24,708
115
$3.68M 0.2%
+74,821
116
$3.66M 0.19%
38,861
+14,426
117
$3.65M 0.19%
33,029
+12,150
118
$3.6M 0.19%
11,513
-967
119
$3.59M 0.19%
+37,585
120
$3.58M 0.19%
24,505
+2,967
121
$3.55M 0.19%
33,524
+1,510
122
$3.55M 0.19%
73,476
+17,010
123
$3.53M 0.19%
25,000
-5,415
124
$3.51M 0.19%
6,837
-4,569
125
$3.5M 0.19%
64,621
+5,272
3 4
5
6 7