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
526
$697K 0.03%
+3,476
527
$696K 0.03%
+29,762
528
$692K 0.03%
+3,237
529
$683K 0.03%
5,773
-486
530
$680K 0.03%
33,625
-27,888
531
$677K 0.03%
24,152
-104,852
532
$676K 0.03%
66,700
+51,864
533
$673K 0.03%
37,805
-27,207
534
$664K 0.02%
+5,365
535
$659K 0.02%
21,654
+217
536
$658K 0.02%
+16,400
537
$648K 0.02%
+8,500
538
$648K 0.02%
+23,889
539
$647K 0.02%
4,803
+359
540
$641K 0.02%
11,902
-11,897
541
$641K 0.02%
76,998
+15,049
542
$640K 0.02%
64,486
+40,057
543
$638K 0.02%
20,877
-2,832
544
$631K 0.02%
19,082
-34,843
545
$620K 0.02%
+4,163
546
$611K 0.02%
6,877
+183
547
$607K 0.02%
6,421
-23
548
$599K 0.02%
3,200
549
$598K 0.02%
+14,814
550
$590K 0.02%
20,809
-223,334
20 21
22
23 24