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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
$1.48B
AUM Growth
+$64.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
778
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$19.6M
3
+$19.4M
4
MMM icon
3M
MMM
+$19.4M
5
WRB icon
W.R. Berkley
WRB
+$18.9M

Top Sells

1
+$55.6M
2
+$34.8M
3
+$27.6M
4
STT icon
State Street
STT
+$25.9M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$24M

Sector Composition

1 Financials 20.77%
2 Consumer Discretionary 17.91%
3 Industrials 15.92%
4 Technology 13.81%
5 Healthcare 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$87.2K 0.01%
+11,723
552
$82.6K 0.01%
+4,978
553
$62K ﹤0.01%
25,000
554
$56.9K ﹤0.01%
+10,133
555
$56.3K ﹤0.01%
+33,097
556
$52.2K ﹤0.01%
+13,920
557
$37.5K ﹤0.01%
+14,610
558
$25.6K ﹤0.01%
+10,255
559
– –
-1,303
560
– –
-10,404
561
– –
-124,040
562
– –
-929
563
– –
-3,232
564
– –
-1,047
565
– –
-33,722
566
– –
-1,612
567
– –
-5,646
568
– –
-26,624
569
– –
-24,385
570
– –
-4,432
571
– –
-12,285
572
– –
-10,799
573
– –
-12,489
574
– –
-99,017
575
– –
-18,864
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