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
$1.86B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,569
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$12.8M
3
+$11.6M
4
NVDA icon
NVIDIA
NVDA
+$10.5M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$9.02M

Top Sells

1
+$34.4M
2
+$28.2M
3
+$24.1M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$14.7M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$12.9M

Sector Composition

1 Financials 17.09%
2 Technology 11.66%
3 Consumer Discretionary 10.74%
4 Industrials 10.41%
5 Healthcare 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$762K 0.04%
17,684
-1,786
677
$762K 0.04%
8,757
+447
678
$758K 0.04%
9,681
+2,076
679
$757K 0.04%
12,671
-1,080
680
$756K 0.04%
167,242
+152,167
681
$754K 0.04%
4,972
-3,229
682
$754K 0.04%
5,573
-3,610
683
$753K 0.04%
14,534
+2,865
684
$753K 0.04%
52,477
+278
685
$752K 0.04%
8,780
+661
686
$751K 0.04%
19,558
+4,347
687
$751K 0.04%
+38,312
688
$751K 0.04%
4,639
+2,501
689
$751K 0.04%
3,873
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690
$750K 0.04%
77,319
-6,476
691
$743K 0.04%
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692
$742K 0.04%
8,891
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693
$742K 0.04%
21,809
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694
$741K 0.04%
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695
$741K 0.04%
9,492
-304
696
$740K 0.04%
27,511
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697
$740K 0.04%
29,291
+13,155
698
$739K 0.04%
50,691
+6,746
699
$737K 0.04%
+3,496
700
$735K 0.04%
5,896
-179
26 27
28
29 30