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
201
$2.58M 0.14%
205,099
-20,984
202
$2.58M 0.14%
9,235
+5,575
203
$2.58M 0.14%
+199,463
204
$2.57M 0.14%
61,497
-42,065
205
$2.54M 0.13%
20,073
-5,154
206
$2.54M 0.13%
+33,308
207
$2.54M 0.13%
113,041
-31,331
208
$2.48M 0.13%
41,714
-4,296
209
$2.46M 0.13%
110,207
-2,635
210
$2.46M 0.13%
+26,119
211
$2.46M 0.13%
30,142
+6,174
212
$2.45M 0.13%
84,415
-47,644
213
$2.45M 0.13%
55,307
-9,749
214
$2.45M 0.13%
145,583
+11,554
215
$2.45M 0.13%
16,457
+7,356
216
$2.44M 0.13%
9,905
+521
217
$2.44M 0.13%
56,887
-36,621
218
$2.4M 0.13%
18,521
-4,446
219
$2.4M 0.13%
4,230
+503
220
$2.39M 0.13%
137,793
+34,326
221
$2.39M 0.13%
66,321
+15,985
222
$2.38M 0.13%
41,928
+1,702
223
$2.37M 0.13%
7,884
+435
224
$2.37M 0.13%
12,666
+4,332
225
$2.34M 0.12%
27,380
+6,307
7 8
9
10 11