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
26
$14.6M 0.55%
20,300
+13,722
27
$14.5M 0.54%
+96,400
28
$14.5M 0.54%
29,800
+13,486
29
$14.4M 0.54%
+147,742
30
$14.4M 0.54%
898,800
+861,644
31
$14.3M 0.54%
+562,908
32
$14.2M 0.53%
64,710
-4,593
33
$13.9M 0.52%
116,000
+22,200
34
$13.8M 0.52%
+69,144
35
$13.7M 0.51%
19,625
+13,720
36
$13.6M 0.51%
+960,700
37
$13.6M 0.51%
262,980
+195,643
38
$13.5M 0.5%
39,916
+33,216
39
$13.5M 0.5%
238,050
+4,274
40
$13.3M 0.5%
181,912
-104,905
41
$12.7M 0.48%
+388,731
42
$12.7M 0.48%
+26,613
43
$12.5M 0.47%
145,202
-2,220
44
$12M 0.45%
641,300
+401,031
45
$12M 0.45%
+226,137
46
$11.9M 0.45%
+297,659
47
$11.8M 0.44%
+128,900
48
$11.5M 0.43%
+102,613
49
$11.3M 0.42%
34,195
+23,615
50
$11.1M 0.42%
390,607
-23,916
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