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
551
$586K 0.02%
+45,762
552
$582K 0.02%
389
-942
553
$579K 0.02%
3,865
-5,617
554
$578K 0.02%
9,081
-4,714
555
$564K 0.02%
14,468
+5,167
556
$561K 0.02%
+2,868
557
$560K 0.02%
33,100
-1,800
558
$558K 0.02%
+14,708
559
$550K 0.02%
+223,490
560
$545K 0.02%
45,466
+1,816
561
$543K 0.02%
2,671
-1,328
562
$539K 0.02%
+8,601
563
$538K 0.02%
33,800
+18,494
564
$536K 0.02%
+9,559
565
$533K 0.02%
23,309
-1,405
566
$532K 0.02%
10,815
-10,818
567
$527K 0.02%
1,024
-13,452
568
$513K 0.02%
20,717
-10,595
569
$507K 0.02%
7,737
-2,012
570
$506K 0.02%
+5,984
571
$503K 0.02%
10,620
-6,881
572
$501K 0.02%
86,149
-67,958
573
$497K 0.02%
+120,322
574
$495K 0.02%
+37,200
575
$493K 0.02%
+65,681
21 22
23
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