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
626
$309K 0.01%
30,586
-345
627
$309K 0.01%
+102,947
628
$307K 0.01%
4,900
-1,527
629
$304K 0.01%
+30,415
630
$304K 0.01%
+30,700
631
$304K 0.01%
+4,600
632
$303K 0.01%
+12,032
633
$303K 0.01%
4,518
-46,544
634
$302K 0.01%
42,848
+194
635
$299K 0.01%
2,261
-298
636
$296K 0.01%
+25,447
637
$292K 0.01%
+1,424
638
$291K 0.01%
+28,584
639
$283K 0.01%
+2,016
640
$279K 0.01%
+8,621
641
$277K 0.01%
+655
642
$276K 0.01%
+42,134
643
$275K 0.01%
+2,835
644
$274K 0.01%
20,258
+7,383
645
$268K 0.01%
+3,285
646
$266K 0.01%
32,430
-14,437
647
$261K 0.01%
+4,135
648
$257K 0.01%
+3,500
649
$256K 0.01%
19,097
-29,875
650
$256K 0.01%
1,504
-11,045
24 25
26
27 28