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
601
$382K 0.01%
+19,934
602
$380K 0.01%
+30,300
603
$376K 0.01%
+14,487
604
$375K 0.01%
1,140
-10,960
605
$372K 0.01%
+2,712
606
$370K 0.01%
+45,287
607
$363K 0.01%
5,863
+19
608
$362K 0.01%
+7,504
609
$358K 0.01%
+20,800
610
$355K 0.01%
+37,022
611
$352K 0.01%
+8,000
612
$352K 0.01%
1,830
-4,235
613
$346K 0.01%
+22,521
614
$340K 0.01%
+17,954
615
$337K 0.01%
+2,141
616
$337K 0.01%
+16,458
617
$332K 0.01%
+7,131
618
$330K 0.01%
+57,751
619
$326K 0.01%
+61,324
620
$321K 0.01%
8,181
-6,335
621
$320K 0.01%
11,493
+166
622
$314K 0.01%
+594
623
$314K 0.01%
+11,089
624
$312K 0.01%
17,400
-129,188
625
$310K 0.01%
+47,986
23 24
25
26 27