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
$3.08B
AUM Growth
-$799M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,687
New
Increased
Reduced
Closed

Top Buys

1
+$30M
2
+$29.9M
3
+$18M
4
VAR
Varian Medical Systems, Inc.
VAR
+$17.8M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$14.5M

Top Sells

1
+$26.9M
2
+$17M
3
+$11.7M
4
SBAC icon
SBA Communications
SBAC
+$11.6M
5
CZR
Caesars Entertainment Corporation
CZR
+$9.04M

Sector Composition

1 Consumer Discretionary 14.3%
2 Healthcare 13.35%
3 Financials 13.02%
4 Industrials 11.09%
5 Technology 10.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
$105K ﹤0.01%
1,110
+123
1402
$102K ﹤0.01%
47,635
-14,871
1403
$100K ﹤0.01%
+146,868
1404
$98K ﹤0.01%
22,205
+2,083
1405
$97K ﹤0.01%
+11,390
1406
$94K ﹤0.01%
10,493
-12,035
1407
$94K ﹤0.01%
12,280
-34,942
1408
$94K ﹤0.01%
10,191
-74,650
1409
$92K ﹤0.01%
+11,255
1410
$92K ﹤0.01%
+23,000
1411
$91K ﹤0.01%
+36,299
1412
$90K ﹤0.01%
3,642
-25,174
1413
– –
0
1414
$87K ﹤0.01%
10,541
-221,421
1415
$87K ﹤0.01%
+10,116
1416
$86K ﹤0.01%
3,268
-2,523
1417
$85K ﹤0.01%
19,750
-3,609
1418
$84K ﹤0.01%
12,861
-31,631
1419
$84K ﹤0.01%
67,094
-15,334
1420
$84K ﹤0.01%
+117
1421
$80K ﹤0.01%
13,302
-75,423
1422
$79K ﹤0.01%
+10,121
1423
$79K ﹤0.01%
+717,882
1424
$78K ﹤0.01%
11,769
-28,586
1425
$74K ﹤0.01%
+28,338
55 56
57
58 59