WG

Winton Group Portfolio holdings

AUM $2.85B
1-Year Est. Return 30.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.67B
AUM Growth
+$714M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,096
New
Increased
Reduced
Closed

Top Buys

1
+$104M
2
+$19M
3
+$18.3M
4
BA icon
Boeing
BA
+$17.5M
5
INCY icon
Incyte
INCY
+$16.9M

Top Sells

1
+$16.7M
2
+$11.5M
3
+$11.3M
4
GS icon
Goldman Sachs
GS
+$10.4M
5
WDC icon
Western Digital
WDC
+$10.4M

Sector Composition

1 Financials 17.39%
2 Technology 15.86%
3 Industrials 13.11%
4 Consumer Discretionary 12.91%
5 Healthcare 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.34M 0.13%
65,125
+50,677
227
$3.25M 0.12%
58,889
+4,299
228
$3.23M 0.12%
79,871
+71,815
229
$3.1M 0.12%
6,800
+3,267
230
$3M 0.11%
22,438
-18,833
231
$3M 0.11%
+13,972
232
$2.96M 0.11%
80,633
+26,316
233
$2.93M 0.11%
154,700
+96,100
234
$2.9M 0.11%
65,521
+58,262
235
$2.88M 0.11%
+105,600
236
$2.84M 0.11%
51,100
-69,994
237
$2.84M 0.11%
+68,200
238
$2.82M 0.11%
+37,400
239
$2.79M 0.1%
6,881
-871
240
$2.71M 0.1%
+43,029
241
$2.7M 0.1%
+11,396
242
$2.68M 0.1%
32,687
-84,786
243
$2.67M 0.1%
+82,008
244
$2.66M 0.1%
+217,600
245
$2.64M 0.1%
+29,502
246
$2.63M 0.1%
27,900
+1,177
247
$2.61M 0.1%
169,800
+4,473
248
$2.59M 0.1%
22,117
-67,665
249
$2.57M 0.1%
21,391
-127,547
250
$2.57M 0.1%
304,674
+294,276
8 9
10
11 12