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
$1.89B
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,133
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$15.1M
3
+$14.3M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$12.2M
5
KLAC icon
KLA
KLAC
+$11.7M

Top Sells

1
+$18.2M
2
+$17.1M
3
+$13.8M
4
MPC icon
Marathon Petroleum
MPC
+$13.7M
5
UNP icon
Union Pacific
UNP
+$13.4M

Sector Composition

1 Financials 19.67%
2 Technology 10.93%
3 Industrials 10.53%
4 Healthcare 10.11%
5 Consumer Discretionary 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.48M 0.18%
85,113
+7,239
127
$3.47M 0.18%
72,565
+15,578
128
$3.44M 0.18%
93,070
+37,523
129
$3.44M 0.18%
100,434
+3,789
130
$3.42M 0.18%
33,424
+18,425
131
$3.41M 0.18%
95,570
+25,054
132
$3.4M 0.18%
105,758
+48,817
133
$3.39M 0.18%
17,267
+5,428
134
$3.39M 0.18%
40,551
+21,653
135
$3.38M 0.18%
108,301
+79,197
136
$3.36M 0.18%
15,606
-490
137
$3.35M 0.18%
92,730
+29,800
138
$3.32M 0.18%
41,621
+13,137
139
$3.32M 0.18%
52,826
+25,888
140
$3.31M 0.18%
6,866
+1,917
141
$3.31M 0.18%
14,826
+13,513
142
$3.29M 0.17%
86,227
-52,349
143
$3.29M 0.17%
51,950
+10,603
144
$3.28M 0.17%
72,463
+67,320
145
$3.28M 0.17%
7,226
+3,009
146
$3.27M 0.17%
75,490
+17,386
147
$3.26M 0.17%
+137,787
148
$3.25M 0.17%
29,096
+16,726
149
$3.25M 0.17%
+18,051
150
$3.22M 0.17%
18,547
+12,031
4 5
6
7 8