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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
$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
401
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-1,892,040
402
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-272,610
403
– –
-57,402
404
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-11,400
405
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-141,723
406
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-142,073
407
– –
-96,480
408
– –
-100,192
409
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-338,350
410
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-340,039
411
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-17,756
412
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-80,428
413
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-26,358
414
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-28,550
415
– –
-156,490
416
– –
-50,529
417
– –
-11,765
418
– –
-1,890,219
419
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-6,984
420
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-187,114
421
– –
-11,308
422
– –
-1,121,626
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