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
1326
$211K 0.01%
+4,030
1327
$211K 0.01%
6,162
-9,270
1328
$210K 0.01%
1,718
-5,623
1329
$209K 0.01%
+14,535
1330
$208K 0.01%
3,844
-8,705
1331
$208K 0.01%
+1,725
1332
$208K 0.01%
+10,001
1333
$207K 0.01%
3,644
-2,293
1334
$207K 0.01%
+10,294
1335
$207K 0.01%
6,148
-757
1336
$205K 0.01%
+19,398
1337
$204K 0.01%
+5,052
1338
$204K 0.01%
2,202
-4,327
1339
$204K 0.01%
+8,138
1340
$203K 0.01%
3,359
-550
1341
$203K 0.01%
+5,250
1342
$203K 0.01%
28,467
+14,101
1343
$203K 0.01%
23,176
+1,755
1344
$202K 0.01%
4,443
+269
1345
$202K 0.01%
+8,936
1346
$201K 0.01%
+19,852
1347
$200K 0.01%
+4,090
1348
$198K 0.01%
10,653
-223
1349
$194K 0.01%
+11,045
1350
$193K 0.01%
22,007
+6,023
52 53
54
55 56