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
651
$548K 0.03%
4,028
+1,349
652
$545K 0.03%
13,014
-720
653
$543K 0.03%
10,457
+528
654
$542K 0.03%
13,682
-15,201
655
$539K 0.03%
7,230
+189
656
$538K 0.03%
4,899
+1,818
657
$538K 0.03%
399
-29
658
$537K 0.03%
13,039
+2,100
659
$536K 0.03%
+3,351
660
$533K 0.03%
11,091
-2,546
661
$533K 0.03%
13,561
-325
662
$531K 0.03%
+2,448
663
$530K 0.03%
+21,361
664
$529K 0.03%
14,009
+4,309
665
$527K 0.03%
+5,647
666
$526K 0.03%
4,444
-5,689
667
$525K 0.03%
14,454
-25,026
668
$523K 0.03%
+12,032
669
$519K 0.03%
+22,072
670
$516K 0.03%
10,132
-10,360
671
$514K 0.03%
3,085
-5,882
672
$506K 0.03%
49,158
-495
673
$502K 0.03%
+11,444
674
$500K 0.03%
15,018
+6,491
675
$499K 0.03%
+2,892
25 26
27
28 29