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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
501
– –
-8,038
502
– –
-3,602
503
– –
-14,504
504
– –
-11,821
505
– –
-157,981
506
– –
-821,197
507
– –
-40,005
508
– –
-43,619
509
– –
-10,991
510
– –
-7,654
511
– –
-14,422
512
– –
-14,139
513
– –
-13,825
514
– –
-15,577
515
– –
-2,156
17 18 19 20
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