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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
$3.03B
AUM Growth
-$2.79B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$10.8M
3
+$10.8M
4
LEN icon
Lennar Class A
LEN
+$10.7M
5
GL icon
Globe Life
GL
+$9.34M

Top Sells

1
+$96.6M
2
+$58.8M
3
+$52.7M
4
TRV icon
Travelers Companies
TRV
+$52.2M
5
KO icon
Coca-Cola
KO
+$43.2M

Sector Composition

1 Technology 24.84%
2 Financials 20.21%
3 Consumer Discretionary 14.36%
4 Healthcare 9.77%
5 Industrials 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$252K 0.01%
3,763
-131,309
427
$247K 0.01%
25,451
+760
428
$245K 0.01%
+8,585
429
$243K 0.01%
+3,136
430
$240K 0.01%
+3,462
431
$230K 0.01%
1,708
-22,192
432
$229K 0.01%
3,582
-3,846
433
$228K 0.01%
7,175
-303
434
$225K 0.01%
4,010
-88,320
435
$224K 0.01%
+3,218
436
$222K 0.01%
2,951
-375,037
437
$210K 0.01%
1,313
-28,314
438
$201K 0.01%
4,781
-36,285
439
– –
-29,059
440
– –
-198,945
441
– –
-33,696
442
– –
-16,275
443
– –
-215,690
444
– –
-39,358
445
– –
-252,036
446
– –
-172,391
447
– –
-3,839
448
– –
-4,366
449
– –
-24,608
450
– –
-140,968
16 17
18
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