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
501
$789K 0.03%
52,783
+32,999
502
$783K 0.03%
+18,181
503
$782K 0.03%
+24,751
504
$775K 0.03%
+11,385
505
$769K 0.03%
9,074
-12,915
506
$767K 0.03%
+35,304
507
$767K 0.03%
+17,600
508
$766K 0.03%
+28,122
509
$760K 0.03%
45,389
+25,512
510
$757K 0.03%
15,439
-90,747
511
$752K 0.03%
5,360
+1,957
512
$751K 0.03%
+270,074
513
$750K 0.03%
+4,449
514
$748K 0.03%
+7,876
515
$748K 0.03%
6,103
-2,145
516
$739K 0.03%
+90,793
517
$735K 0.03%
65,392
+17,918
518
$727K 0.03%
+47,635
519
$724K 0.03%
20,000
-157,650
520
$723K 0.03%
12,445
-3,463
521
$721K 0.03%
+2,865
522
$714K 0.03%
17,099
-578
523
$712K 0.03%
+14,784
524
$708K 0.03%
16,365
-4,086
525
$704K 0.03%
+30,719
19 20
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