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
301
$1.52M 0.06%
220,100
+129,611
302
$1.51M 0.06%
51,632
-4,634
303
$1.48M 0.06%
14,815
+1,399
304
$1.48M 0.06%
53,496
+39,975
305
$1.48M 0.06%
+99,791
306
$1.47M 0.06%
125,455
+34,214
307
$1.46M 0.05%
25,500
308
$1.46M 0.05%
7,424
-18,390
309
$1.45M 0.05%
+1,575
310
$1.45M 0.05%
+8,212
311
$1.45M 0.05%
3,354
+2,059
312
$1.45M 0.05%
21,152
+10,464
313
$1.44M 0.05%
+41,500
314
$1.44M 0.05%
19,964
-48,220
315
$1.44M 0.05%
48,912
-35,585
316
$1.42M 0.05%
6,251
+3,439
317
$1.42M 0.05%
22,304
-2,950
318
$1.41M 0.05%
14,468
-39,849
319
$1.41M 0.05%
+10,184
320
$1.41M 0.05%
56,618
+172
321
$1.39M 0.05%
+39,800
322
$1.38M 0.05%
7,528
-11,846
323
$1.38M 0.05%
4,401
-23,923
324
$1.37M 0.05%
24,289
-1,077
325
$1.37M 0.05%
+36,594
11 12
13
14 15