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
251
$2.54M 0.09%
31,100
+17,660
252
$2.53M 0.09%
+27,700
253
$2.51M 0.09%
37,500
+16,300
254
$2.46M 0.09%
+61,319
255
$2.43M 0.09%
4,319
+2,966
256
$2.42M 0.09%
+131,500
257
$2.39M 0.09%
+40,976
258
$2.37M 0.09%
89,228
-21,747
259
$2.35M 0.09%
+53,444
260
$2.34M 0.09%
10,381
-7,396
261
$2.31M 0.09%
68,884
+46,045
262
$2.29M 0.09%
+17,284
263
$2.29M 0.09%
+65,345
264
$2.29M 0.09%
12,415
+4,275
265
$2.28M 0.09%
+28,319
266
$2.25M 0.08%
50,125
+1,757
267
$2.23M 0.08%
19,933
+2,100
268
$2.23M 0.08%
11,500
+10,234
269
$2.22M 0.08%
21,520
+5,293
270
$2.2M 0.08%
21,730
-34,318
271
$2.18M 0.08%
12,514
-1,994
272
$2.07M 0.08%
229,653
-12,722
273
$2.06M 0.08%
+2,700
274
$2.06M 0.08%
+10,507
275
$2.04M 0.08%
+24,632
9 10
11
12 13