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
1226
$275K 0.01%
+2,572
1227
$275K 0.01%
11,277
-7,363
1228
$273K 0.01%
10,058
-3,600
1229
$273K 0.01%
+6,433
1230
$273K 0.01%
+193,919
1231
$273K 0.01%
3,291
-4,589
1232
$272K 0.01%
15,580
+2,265
1233
$272K 0.01%
9,931
-34,674
1234
$272K 0.01%
+4,814
1235
$272K 0.01%
+510
1236
$271K 0.01%
+13,698
1237
$271K 0.01%
+57,831
1238
$271K 0.01%
+36,643
1239
$271K 0.01%
7,624
+4,102
1240
$271K 0.01%
+8,019
1241
$270K 0.01%
+5,573
1242
$270K 0.01%
4,919
+1,309
1243
$270K 0.01%
+71,779
1244
$270K 0.01%
+28,901
1245
$269K 0.01%
2,065
-3,786
1246
$268K 0.01%
+2,215
1247
$268K 0.01%
+3,647
1248
$268K 0.01%
+1,396
1249
$267K 0.01%
+11,794
1250
$267K 0.01%
+28,954
48 49
50
51 52