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
1376
$123K 0.01%
12,473
-10,391
1377
$120K 0.01%
37,878
-428
1378
$118K 0.01%
+549
1379
$117K 0.01%
155
-53
1380
$114K 0.01%
16,345
-2,223
1381
$111K 0.01%
+14,318
1382
$106K 0.01%
100
+6
1383
$105K 0.01%
2,638
-575
1384
$105K 0.01%
17,542
-5,720
1385
$100K 0.01%
+11,190
1386
$98K 0.01%
13,955
-2,838
1387
$95K 0.01%
17,910
-20,663
1388
$90K ﹤0.01%
10,465
-5,945
1389
$88K ﹤0.01%
1,543
+237
1390
$83K ﹤0.01%
314
-280
1391
$77K ﹤0.01%
14,479
-2,459
1392
$76K ﹤0.01%
14,156
-8,847
1393
$75K ﹤0.01%
+18,227
1394
$72K ﹤0.01%
11,133
+84
1395
$69K ﹤0.01%
13,492
+956
1396
$60K ﹤0.01%
2,887
+370
1397
$58K ﹤0.01%
56
-3
1398
$57K ﹤0.01%
15,229
-2,374
1399
$53K ﹤0.01%
33,951
-6,078
1400
$53K ﹤0.01%
12,648
+549
54 55
56
57 58