WG

Winton Group Portfolio holdings

AUM $2.9B
1-Year Est. Return 27.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.22%
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
+$15M
2
+$12.8M
3
+$11.6M
4
NVDA icon
NVIDIA
NVDA
+$10.5M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$9.02M

Top Sells

1
+$34.4M
2
+$28.2M
3
+$24.1M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$14.7M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$12.9M

Sector Composition

1 Financials 17.09%
2 Technology 11.66%
3 Consumer Discretionary 10.74%
4 Industrials 10.41%
5 Healthcare 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$265K 0.01%
98,165
+6,716
1252
$265K 0.01%
5,889
+356
1253
$264K 0.01%
12,666
-4,639
1254
$264K 0.01%
27,213
-8,239
1255
$263K 0.01%
+7,021
1256
$262K 0.01%
12,800
+1,824
1257
$261K 0.01%
+13,142
1258
$261K 0.01%
20,958
-688
1259
$261K 0.01%
+5,567
1260
$261K 0.01%
89
+17
1261
$261K 0.01%
17,054
-2,561
1262
$261K 0.01%
+5,026
1263
$260K 0.01%
15,524
-4,868
1264
$259K 0.01%
24,326
-4,779
1265
$259K 0.01%
1,602
-323
1266
$259K 0.01%
+6,289
1267
$259K 0.01%
5,074
-2,726
1268
$259K 0.01%
6,128
-665
1269
$257K 0.01%
+3,089
1270
$256K 0.01%
2,329
-3,358
1271
$255K 0.01%
4,386
-289
1272
$255K 0.01%
7,163
-2,656
1273
$253K 0.01%
7,219
-898
1274
$253K 0.01%
16,848
-5,859
1275
$253K 0.01%
37,911
+3,952
49 50
51
52 53