WG

Winton Group Portfolio holdings

AUM $2.9B
1-Year Est. Return 27.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.65B
AUM Growth
-$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,572
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$12M
3
+$11.9M
4
DKS icon
Dick's Sporting Goods
DKS
+$11.6M
5
OLN icon
Olin
OLN
+$10.8M

Top Sells

1
+$15M
2
+$13.5M
3
+$12.8M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$11.7M
5
BK icon
Bank of New York Mellon
BK
+$11.7M

Sector Composition

1 Financials 20.53%
2 Technology 13.35%
3 Consumer Discretionary 12.32%
4 Industrials 11.44%
5 Healthcare 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$640K 0.04%
10,726
-7,710
602
$639K 0.04%
3,068
+1,945
603
$634K 0.04%
+16,508
604
$634K 0.04%
18,554
-1,634
605
$634K 0.04%
29,034
+817
606
$633K 0.04%
+1,539
607
$633K 0.04%
35,495
+21,746
608
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+9,885
609
$631K 0.04%
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610
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611
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29,656
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612
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14,509
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613
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2,999
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614
$622K 0.04%
13,162
+6,083
615
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2,846
-1,232
616
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617
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618
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18,756
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619
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36,056
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620
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33,169
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621
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24,165
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622
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2,664
+302
623
$608K 0.04%
+11,446
624
$608K 0.04%
11,809
-1,998
625
$608K 0.04%
32,127
+16,906
23 24
25
26 27