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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
501
– –
-27,360
502
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-7,737
503
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-3,963
504
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-22,378
505
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-117,338
506
– –
-40,870
507
– –
-6,150
508
– –
-75,044
509
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-4,356
510
– –
-33,135
511
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-22,816
512
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-31,165
513
– –
-74,500
514
– –
-41,057
515
– –
-21,482
516
– –
-26,812
517
– –
-7,175
518
– –
-32,960
519
– –
-88,612
520
– –
-12,627
521
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-9,648
522
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-3,844
523
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-192,023
524
– –
-24,316
525
– –
-16,338
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