WG

Winton Group Portfolio holdings

AUM $2.67B
1-Year Est. Return 29.84%
This Quarter Est. Return
1 Year Est. Return
+29.84%
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
State Street Communication Services Select Sector SPDR ETF
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
151
$3.22M 0.17%
144,009
+17,848
152
$3.16M 0.17%
43,619
+6,607
153
$3.14M 0.17%
119,184
+22,053
154
$3.12M 0.17%
56,297
+13,220
155
$3.11M 0.17%
1,448
-635
156
$3.11M 0.16%
14,574
-63,069
157
$3.11M 0.16%
53,789
+12,752
158
$3.08M 0.16%
129,344
+12,196
159
$3.04M 0.16%
17,902
+1,283
160
$3.02M 0.16%
119,368
-90,421
161
$3.02M 0.16%
30,996
+5,072
162
$3.02M 0.16%
110,071
+61,390
163
$3.01M 0.16%
851,972
+646,224
164
$3M 0.16%
25,566
+1,096
165
$3M 0.16%
48,561
+7,006
166
$2.99M 0.16%
54,825
-7,662
167
$2.99M 0.16%
29,461
-53,567
168
$2.98M 0.16%
48,039
+25,500
169
$2.96M 0.16%
69,310
+66
170
$2.94M 0.16%
41,274
+14,669
171
$2.94M 0.16%
+141,789
172
$2.94M 0.16%
53,553
+13,704
173
$2.94M 0.16%
141,041
+74,720
174
$2.93M 0.16%
35,353
+23,649
175
$2.92M 0.16%
235,213
-285
5 6
7
8 9