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
1276
$252K 0.01%
6,187
-538
1277
$249K 0.01%
8,419
+2,192
1278
$248K 0.01%
6,053
+851
1279
$244K 0.01%
+5,431
1280
$243K 0.01%
7,231
-16,039
1281
$242K 0.01%
40,082
-9,466
1282
$241K 0.01%
+4,535
1283
$240K 0.01%
59,191
-60,939
1284
$240K 0.01%
19,526
+5,920
1285
$238K 0.01%
33,568
+406
1286
$237K 0.01%
+11,492
1287
$237K 0.01%
6,495
-1,376
1288
$237K 0.01%
+7,606
1289
$236K 0.01%
8,974
-3,527
1290
$234K 0.01%
10,514
-2,683
1291
$234K 0.01%
8,021
-3,783
1292
$233K 0.01%
41,138
-7,161
1293
$230K 0.01%
19,153
-3,697
1294
$230K 0.01%
23,909
+4,465
1295
$230K 0.01%
34,094
+3,428
1296
$229K 0.01%
34,820
+8,448
1297
$229K 0.01%
22,251
+5,563
1298
$228K 0.01%
+2,645
1299
$227K 0.01%
2,040
+436
1300
$226K 0.01%
3,470
-2,018
50 51
52
53 54