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
351
$1.29M 0.05%
553
-856
352
$1.29M 0.05%
31,679
+165
353
$1.28M 0.05%
70,766
+215
354
$1.28M 0.05%
29,524
+7,514
355
$1.28M 0.05%
24,106
-10,447
356
$1.28M 0.05%
53,409
-59,012
357
$1.28M 0.05%
16,413
-57,665
358
$1.27M 0.05%
15,744
+6,779
359
$1.27M 0.05%
49,032
+32,826
360
$1.27M 0.05%
+23,641
361
$1.26M 0.05%
58,780
+12,083
362
$1.26M 0.05%
13,986
-28,130
363
$1.26M 0.05%
77,634
-1,141
364
$1.26M 0.05%
10,307
+7,041
365
$1.26M 0.05%
19,057
+58
366
$1.26M 0.05%
4,086
+37
367
$1.26M 0.05%
94,971
+209
368
$1.25M 0.05%
25,077
-5,730
369
$1.25M 0.05%
+92,229
370
$1.25M 0.05%
26,500
-78,439
371
$1.25M 0.05%
18,206
-420
372
$1.25M 0.05%
105,814
-24,052
373
$1.25M 0.05%
94,725
-2,905
374
$1.24M 0.05%
15,371
+40
375
$1.24M 0.05%
121,962
+40,742
13 14
15
16 17