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
$1.86B
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 11.7%
3 Consumer Discretionary 10.74%
4 Healthcare 10.39%
5 Industrials 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.06M 0.11%
+65,837
177
$2.06M 0.11%
7,590
-10,675
178
$2.05M 0.11%
60,064
-12,856
179
$2.05M 0.11%
+44,472
180
$2.05M 0.11%
48,438
+5,035
181
$2.04M 0.11%
+16,606
182
$2.03M 0.11%
52,950
-10,565
183
$2.03M 0.11%
12,304
+3,422
184
$2.02M 0.11%
4,400
+44
185
$2.02M 0.11%
14,906
+3,675
186
$2.02M 0.11%
71,299
+5,318
187
$2.02M 0.11%
8,730
+382
188
$2.01M 0.11%
29,998
-15,188
189
$2M 0.11%
6,975
+793
190
$1.99M 0.11%
20,655
-5,240
191
$1.98M 0.11%
+8,196
192
$1.98M 0.11%
+60,636
193
$1.97M 0.11%
28,952
+2,235
194
$1.96M 0.11%
+270,137
195
$1.96M 0.11%
58,250
196
$1.96M 0.11%
22,838
+4,554
197
$1.96M 0.11%
62,204
+26,493
198
$1.94M 0.1%
7,577
-466
199
$1.94M 0.1%
22,932
+10,270
200
$1.94M 0.1%
42,292
+1,757
6 7
8
9 10