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
151
$2.21M 0.12%
8,985
+23
152
$2.21M 0.12%
24,520
-242
153
$2.19M 0.12%
84,894
-4,861
154
$2.17M 0.12%
48,760
+1,109
155
$2.17M 0.12%
23,816
+579
156
$2.15M 0.12%
51,613
+7,041
157
$2.15M 0.12%
40,705
+269
158
$2.15M 0.12%
41,548
+5,361
159
$2.14M 0.12%
27,151
+11,570
160
$2.14M 0.11%
21,910
+7,299
161
$2.13M 0.11%
13,015
-1,382
162
$2.13M 0.11%
16,804
+1,242
163
$2.13M 0.11%
5,930
+2,211
164
$2.12M 0.11%
58,500
+7,669
165
$2.12M 0.11%
21,787
-955
166
$2.1M 0.11%
154,779
+6,024
167
$2.1M 0.11%
17,389
-1,222
168
$2.09M 0.11%
+25,926
169
$2.08M 0.11%
1,504
-148
170
$2.08M 0.11%
63,609
-13,008
171
$2.07M 0.11%
51,530
+9,790
172
$2.07M 0.11%
35,711
+3,915
173
$2.07M 0.11%
5,995
-2,021
174
$2.07M 0.11%
32,659
-191,639
175
$2.07M 0.11%
54,003
+7,974
5 6
7
8 9