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
176
$2.9M 0.15%
6,189
+2,319
177
$2.89M 0.15%
92,844
+3,949
178
$2.87M 0.15%
40,896
-3,496
179
$2.84M 0.15%
45,506
+12,398
180
$2.83M 0.15%
22,956
+8,153
181
$2.82M 0.15%
51,046
+27,859
182
$2.82M 0.15%
7,023
+4,907
183
$2.81M 0.15%
13,977
+3,189
184
$2.8M 0.15%
65,315
+46,323
185
$2.78M 0.15%
12,264
-1,727
186
$2.77M 0.15%
42,346
+9,913
187
$2.75M 0.15%
32,529
+11,274
188
$2.74M 0.15%
104,650
+27,050
189
$2.73M 0.15%
36,749
+4,618
190
$2.7M 0.14%
+19,124
191
$2.69M 0.14%
42,222
+5,932
192
$2.68M 0.14%
35,731
+5,657
193
$2.67M 0.14%
141,637
+12,515
194
$2.66M 0.14%
47,210
-2,290
195
$2.65M 0.14%
15,834
-486
196
$2.63M 0.14%
74,173
+27,994
197
$2.63M 0.14%
13,334
+2,730
198
$2.62M 0.14%
+91,921
199
$2.6M 0.14%
37,552
+9,777
200
$2.59M 0.14%
28,888
+10,839
6 7
8
9 10