WG

Winton Group Portfolio holdings

AUM $2.9B
1-Year Est. Return 27.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.82B
AUM Growth
-$234M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$46M
2
+$44.4M
3
+$42.3M
4
GE icon
GE Aerospace
GE
+$37.6M
5
MCD icon
McDonald's
MCD
+$34.5M

Top Sells

1
+$63M
2
+$40.5M
3
+$37.3M
4
EMC
EMC CORPORATION
EMC
+$33.3M
5
AIG icon
American International
AIG
+$31.7M

Sector Composition

1 Technology 19.01%
2 Consumer Discretionary 17.95%
3 Financials 16.21%
4 Consumer Staples 11.46%
5 Healthcare 10.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$203K ﹤0.01%
+3,602
377
$201K ﹤0.01%
+7,478
378
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379
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380
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381
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-11,341
382
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-4,746
383
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384
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385
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-1,121,626
386
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387
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388
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-6,984
389
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390
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391
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392
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393
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-330,473
394
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395
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396
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-121,668
397
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-149,930
398
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-411,439
399
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-1,892,040
400
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-272,610
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