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
651
$255K 0.01%
+7,775
652
$253K 0.01%
16,869
+181
653
$252K 0.01%
+19,828
654
$239K 0.01%
35,054
+9,451
655
$238K 0.01%
940
-3,526
656
$238K 0.01%
+499
657
$233K 0.01%
29
-101
658
$232K 0.01%
+37,312
659
$232K 0.01%
+2,768
660
$232K 0.01%
929
-1,693
661
$230K 0.01%
+9,722
662
$222K 0.01%
+29,405
663
$220K 0.01%
8,897
-62,131
664
$219K 0.01%
+4,560
665
$217K 0.01%
+1,642
666
$217K 0.01%
+9,800
667
$211K 0.01%
+8,800
668
$209K 0.01%
+11,347
669
$208K 0.01%
+2,776
670
$207K 0.01%
+13,697
671
$205K 0.01%
87,967
+11,726
672
$204K 0.01%
+2,642
673
$199K 0.01%
+23,600
674
$199K 0.01%
206,700
+69,200
675
$198K 0.01%
+41,950
25 26
27
28 29