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
201
$1.93M 0.1%
77,484
+32,279
202
$1.93M 0.1%
51,377
-31,547
203
$1.92M 0.1%
118,783
-20,267
204
$1.92M 0.1%
28,833
+14,090
205
$1.92M 0.1%
18,891
+2,203
206
$1.91M 0.1%
13,578
+1,233
207
$1.91M 0.1%
46,513
+6,677
208
$1.91M 0.1%
11,920
+1,357
209
$1.91M 0.1%
19,599
+10,278
210
$1.9M 0.1%
10,519
-4,004
211
$1.9M 0.1%
8,349
+3,124
212
$1.9M 0.1%
5,892
+1,442
213
$1.87M 0.1%
31,581
+10,261
214
$1.86M 0.1%
10,364
-2,975
215
$1.85M 0.1%
25,350
216
$1.85M 0.1%
14,847
+10,151
217
$1.85M 0.1%
37,762
-244
218
$1.84M 0.1%
32,507
+2,723
219
$1.84M 0.1%
38,408
+6,286
220
$1.83M 0.1%
46,741
-17,528
221
$1.83M 0.1%
37,627
-16,189
222
$1.81M 0.1%
+25,646
223
$1.81M 0.1%
+36,694
224
$1.8M 0.1%
69,348
+21,503
225
$1.8M 0.1%
108,983
+20,004
7 8
9
10 11