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
326
$1.36M 0.05%
35,743
+108
327
$1.36M 0.05%
44,641
+136
328
$1.36M 0.05%
44,322
-13,752
329
$1.35M 0.05%
4,010
-25,420
330
$1.35M 0.05%
11,336
-996
331
$1.35M 0.05%
54,352
+18,666
332
$1.35M 0.05%
9,298
-987
333
$1.34M 0.05%
15,894
+1,646
334
$1.34M 0.05%
+64,900
335
$1.34M 0.05%
+3,671
336
$1.33M 0.05%
+2,089
337
$1.33M 0.05%
27,364
-13,007
338
$1.33M 0.05%
43,916
+134
339
$1.33M 0.05%
57,989
-3,930
340
$1.33M 0.05%
36,883
-3,929
341
$1.33M 0.05%
80,346
-11,401
342
$1.33M 0.05%
78,282
-4,190
343
$1.32M 0.05%
47,351
-2,268
344
$1.32M 0.05%
+15,781
345
$1.32M 0.05%
44,267
-26,667
346
$1.32M 0.05%
20,522
+62
347
$1.31M 0.05%
+9,930
348
$1.3M 0.05%
52,718
+161
349
$1.3M 0.05%
12,759
-6,645
350
$1.3M 0.05%
35,706
-2,444
12 13
14
15 16