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
276
$1.99M 0.07%
16,134
-42,077
277
$1.99M 0.07%
16,100
-10,200
278
$1.92M 0.07%
40,500
+20,900
279
$1.83M 0.07%
+23,800
280
$1.83M 0.07%
+55,200
281
$1.82M 0.07%
27,101
-42,855
282
$1.81M 0.07%
114,100
+58,039
283
$1.81M 0.07%
+68,700
284
$1.79M 0.07%
53,300
-930
285
$1.78M 0.07%
+4,990
286
$1.75M 0.07%
5,270
-21,006
287
$1.75M 0.07%
226,294
-175,197
288
$1.73M 0.06%
50,700
289
$1.72M 0.06%
+8,455
290
$1.71M 0.06%
3,122
+1,127
291
$1.69M 0.06%
+28,716
292
$1.67M 0.06%
25,570
+3,427
293
$1.67M 0.06%
12,950
+4,076
294
$1.67M 0.06%
+6,399
295
$1.67M 0.06%
21,200
-48,313
296
$1.64M 0.06%
11,433
-7,244
297
$1.62M 0.06%
12,044
+9,935
298
$1.61M 0.06%
205,380
+131,609
299
$1.59M 0.06%
13,131
-18,543
300
$1.53M 0.06%
18,078
-126,442
10 11
12
13 14