WG

Winton Group Portfolio holdings

AUM $2.67B
1-Year Est. Return 29.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.84%
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
State Street Utilities Select Sector SPDR ETF
XLU
+$8.71M

Top Sells

1
+$34.5M
2
+$29M
3
+$24M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$15.2M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$12.9M

Sector Composition

1 Financials 17.09%
2 Technology 11.66%
3 Consumer Discretionary 10.74%
4 Industrials 10.41%
5 Healthcare 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1526
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1527
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1528
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-8,891
1529
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1530
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1531
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-4,799
1532
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-23,215
1533
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-2,625
1534
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-3,545
1535
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-1,158
1536
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-8,689
1537
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-7,410
1538
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-6,355
1539
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-2,478
1540
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-872
1541
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-3,394
1542
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-193,722
1543
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-3,829
1544
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1545
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-13,355
1546
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1547
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-18,688
1548
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1549
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-19,846
1550
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-4,397
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