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
576
$493K 0.02%
+3,679
577
$489K 0.02%
2,393
-4,857
578
$485K 0.02%
52,960
+38,897
579
$480K 0.02%
+24,778
580
$477K 0.02%
+46,000
581
$476K 0.02%
1,548
-5,252
582
$473K 0.02%
+4,705
583
$470K 0.02%
+27,604
584
$467K 0.02%
+15,644
585
$467K 0.02%
+10,300
586
$466K 0.02%
+18,507
587
$461K 0.02%
11,200
-16,100
588
$440K 0.02%
+46,703
589
$436K 0.02%
+26,600
590
$433K 0.02%
2,639
+395
591
$426K 0.02%
+66,800
592
$424K 0.02%
5,646
593
$424K 0.02%
+181,871
594
$413K 0.02%
25,405
-126,669
595
$407K 0.02%
+27,099
596
$401K 0.02%
+43,302
597
$396K 0.01%
+23,970
598
$394K 0.01%
8,644
+383
599
$392K 0.01%
2,689
-5,285
600
$390K 0.01%
+34,200
22 23
24
25 26