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
401
$1.15M 0.04%
+26,641
402
$1.15M 0.04%
13,482
-27,597
403
$1.15M 0.04%
+42,283
404
$1.15M 0.04%
2,561
-3,756
405
$1.14M 0.04%
+50,127
406
$1.14M 0.04%
18,520
-6,950
407
$1.13M 0.04%
25,793
+65
408
$1.13M 0.04%
7,000
+3,700
409
$1.12M 0.04%
62,644
-42,196
410
$1.12M 0.04%
+89,864
411
$1.12M 0.04%
25,510
-31,505
412
$1.12M 0.04%
18,457
+5,958
413
$1.12M 0.04%
+49,333
414
$1.12M 0.04%
24,985
+16,616
415
$1.12M 0.04%
34,539
+3,310
416
$1.12M 0.04%
+76,542
417
$1.12M 0.04%
180,780
+57,084
418
$1.11M 0.04%
3,573
+600
419
$1.1M 0.04%
11,202
-9,298
420
$1.1M 0.04%
111,187
+53,607
421
$1.1M 0.04%
65,578
+22,458
422
$1.1M 0.04%
12,521
+6,992
423
$1.1M 0.04%
18,675
-3,835
424
$1.09M 0.04%
13,497
+6,834
425
$1.09M 0.04%
34,766
+17,730
15 16
17
18 19