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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
$3.68B
AUM Growth
+$649M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$38.2M
2
+$37.1M
3
+$36.4M
4
LMT icon
Lockheed Martin
LMT
+$36.3M
5
RTN
Raytheon Company
RTN
+$35.9M

Top Sells

1
+$24.3M
2
+$13.3M
3
+$12M
4
ALK icon
Alaska Air
ALK
+$11.5M
5
SPLS
Staples Inc
SPLS
+$11.3M

Sector Composition

1 Technology 23.28%
2 Financials 16.07%
3 Consumer Discretionary 11.3%
4 Healthcare 10.69%
5 Industrials 10.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
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427
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428
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-5,987
429
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-276,096
430
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-3,462
431
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-9,540
432
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-3,218
433
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-7,386
434
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-70,379
435
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-646
436
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-18,171
437
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-2,202
438
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-22,654
439
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-15,970
440
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-3,234
441
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-16,477
442
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-94,863
443
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-56,363
444
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-2,575
445
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-3,582
446
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-7,287
447
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-3,119
448
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-31,922
449
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-10,256
450
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-85,262
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