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
376
$1.24M 0.05%
32,189
+125
377
$1.24M 0.05%
+26,600
378
$1.24M 0.05%
49,889
+152
379
$1.24M 0.05%
+11,600
380
$1.23M 0.05%
49,435
+12,469
381
$1.23M 0.05%
18,561
+1,128
382
$1.23M 0.05%
+109,468
383
$1.23M 0.05%
+33,920
384
$1.22M 0.05%
10,262
-46,535
385
$1.21M 0.05%
42,772
-54,336
386
$1.21M 0.05%
25,057
+19,206
387
$1.21M 0.05%
66,100
+23,835
388
$1.21M 0.05%
24,123
-5,065
389
$1.19M 0.04%
+21,549
390
$1.19M 0.04%
1,243
-575
391
$1.19M 0.04%
24,867
+772
392
$1.18M 0.04%
+39,700
393
$1.18M 0.04%
76,456
+233
394
$1.18M 0.04%
14,399
+36
395
$1.18M 0.04%
54,865
+167
396
$1.18M 0.04%
78,092
+8,282
397
$1.18M 0.04%
16,123
+943
398
$1.18M 0.04%
163,932
+1,752
399
$1.16M 0.04%
55,493
-4,228
400
$1.15M 0.04%
23,227
+1,068
14 15
16
17 18