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
126
$2.39M 0.13%
+28,736
127
$2.39M 0.13%
29,187
+5,222
128
$2.38M 0.13%
40,946
+4,056
129
$2.36M 0.13%
67,835
+1,922
130
$2.36M 0.13%
4,675
+735
131
$2.35M 0.13%
6,082
-1,011
132
$2.34M 0.13%
15,496
-3,012
133
$2.34M 0.13%
15,723
+72
134
$2.33M 0.13%
75,200
-9,950
135
$2.33M 0.13%
8,810
-5,746
136
$2.31M 0.12%
123,689
+29,075
137
$2.3M 0.12%
8,289
+1,489
138
$2.3M 0.12%
139,944
+20,164
139
$2.3M 0.12%
46,037
-15,458
140
$2.3M 0.12%
25,399
+2,681
141
$2.29M 0.12%
62,606
+8,466
142
$2.29M 0.12%
9,592
+1,183
143
$2.26M 0.12%
52,207
+1,487
144
$2.25M 0.12%
+54,910
145
$2.25M 0.12%
3,115
-448
146
$2.24M 0.12%
42,939
+30,603
147
$2.23M 0.12%
24,438
-3,102
148
$2.23M 0.12%
49,024
+2,889
149
$2.23M 0.12%
45,772
-25,884
150
$2.22M 0.12%
9,289
+446
4 5
6
7 8