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
126
$4.93M 0.16%
148,643
-112,750
127
$4.92M 0.16%
81,927
-38,597
128
$4.91M 0.16%
56,213
+37,794
129
$4.85M 0.16%
9,402
-14,813
130
$4.78M 0.16%
207,672
-167,611
131
$4.78M 0.16%
16,339
-18,960
132
$4.77M 0.16%
37,163
-15,939
133
$4.76M 0.15%
181,956
-27,930
134
$4.73M 0.15%
106,303
+307
135
$4.73M 0.15%
190,679
-89,512
136
$4.72M 0.15%
118,704
+10,725
137
$4.69M 0.15%
33,406
-7,825
138
$4.69M 0.15%
41,441
+877
139
$4.68M 0.15%
79,586
+31,677
140
$4.67M 0.15%
13,788
+4,001
141
$4.67M 0.15%
446,604
-100,783
142
$4.66M 0.15%
45,256
-552
143
$4.64M 0.15%
16,883
-28,504
144
$4.64M 0.15%
376,333
-111,228
145
$4.62M 0.15%
36,816
-128
146
$4.6M 0.15%
79,504
-66,491
147
$4.6M 0.15%
140,104
+38,767
148
$4.57M 0.15%
139,147
-18,232
149
$4.55M 0.15%
132,588
-6,982
150
$4.53M 0.15%
180,584
+28,134
4 5
6
7 8