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
1351
$191K 0.01%
56,378
-4,106
1352
$191K 0.01%
3,920
-1,043
1353
$188K 0.01%
11,403
+615
1354
$187K 0.01%
12,578
-263
1355
$187K 0.01%
40,991
-2,373
1356
$183K 0.01%
18,188
-15,641
1357
$182K 0.01%
10,505
-2,081
1358
$180K 0.01%
37,725
+84
1359
$176K 0.01%
+12,151
1360
$171K 0.01%
11,315
-12,900
1361
$169K 0.01%
19,670
+1,799
1362
$167K 0.01%
13,457
-3,252
1363
$167K 0.01%
80,076
+15,884
1364
$160K 0.01%
45,973
+13,075
1365
$158K 0.01%
23,465
-792
1366
$156K 0.01%
+23,484
1367
$153K 0.01%
53,609
+9,596
1368
$146K 0.01%
1,738
-14
1369
$145K 0.01%
18,108
+1,001
1370
$142K 0.01%
+285
1371
$140K 0.01%
13,052
+124
1372
– –
0
1373
$136K 0.01%
16,295
+3,438
1374
$127K 0.01%
10,683
-1,747
1375
$126K 0.01%
18,195
+360
53 54
55
56 57