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
451
$1.03M 0.04%
35,027
+4,253
452
$1.03M 0.04%
+13,463
453
$1.02M 0.04%
29,700
-586
454
$1.01M 0.04%
+73,500
455
$1.01M 0.04%
3,975
-4,335
456
$1.01M 0.04%
31,640
-24,690
457
$1.01M 0.04%
+174,154
458
$998K 0.04%
28,945
-12,833
459
$998K 0.04%
+19,307
460
$993K 0.04%
12,434
-435
461
$988K 0.04%
3,326
+716
462
$988K 0.04%
+78,072
463
$977K 0.04%
4,350
+2,142
464
$970K 0.04%
5,617
-2,216
465
$968K 0.04%
+9,600
466
$966K 0.04%
+105,583
467
$964K 0.04%
4,800
468
$958K 0.04%
67,892
-42,743
469
$952K 0.04%
12,294
-13,101
470
$952K 0.04%
+31,100
471
$951K 0.04%
16,600
-69,834
472
$950K 0.04%
354,508
+343,472
473
$949K 0.04%
13,430
-952
474
$949K 0.04%
14,460
+4,476
475
$948K 0.04%
+772
17 18
19
20 21