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
1301
$226K 0.01%
2,357
-5,607
1302
$226K 0.01%
+6,183
1303
$226K 0.01%
3,752
-3,270
1304
$226K 0.01%
19,092
+2,324
1305
$226K 0.01%
4,928
-1,439
1306
$225K 0.01%
8,592
-4,034
1307
$225K 0.01%
+4,247
1308
$221K 0.01%
2,440
-6,804
1309
$220K 0.01%
19,132
+7,832
1310
$219K 0.01%
+5,033
1311
$218K 0.01%
+2,059
1312
$218K 0.01%
5,675
-228
1313
$216K 0.01%
+4,602
1314
$216K 0.01%
12,495
-1,872
1315
$215K 0.01%
33,962
+4,396
1316
$215K 0.01%
2,099
-815
1317
$215K 0.01%
2,660
-188,216
1318
$214K 0.01%
+6,210
1319
$214K 0.01%
13,137
+2,539
1320
$214K 0.01%
8,109
-857
1321
$213K 0.01%
6,526
-2,810
1322
$212K 0.01%
4,999
-612
1323
$212K 0.01%
+516
1324
$212K 0.01%
+6,011
1325
$211K 0.01%
21,920
-869
51 52
53
54 55