We are live on ! Find out more
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
$1.64B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
825
New
Increased
Reduced
Closed

Top Buys

1
+$34.9M
2
+$23.1M
3
+$18.7M
4
INTC icon
Intel
INTC
+$13.6M
5
FIVE icon
Five Below
FIVE
+$13.1M

Top Sells

1
+$18M
2
+$15.5M
3
+$14.1M
4
TTEK icon
Tetra Tech
TTEK
+$13.1M
5
AVGO icon
Broadcom
AVGO
+$12.1M

Sector Composition

1 Financials 22.26%
2 Consumer Discretionary 17.14%
3 Technology 13.47%
4 Industrials 12.3%
5 Healthcare 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
– –
-5,839
702
– –
-24,933
703
– –
-34,753
704
– –
-22,154
705
– –
-11,444
706
– –
-63,077
707
– –
-101,439
708
– –
-614
709
– –
-6,930
710
– –
-16,568
711
– –
-121,963
712
– –
-25,685
713
– –
-3,059
714
– –
-244,224
715
– –
-5,171
716
– –
-39,353
717
– –
-52,705
718
– –
-43,526
719
– –
-3,477
720
– –
-10,158
721
– –
-24,811
722
– –
-60,972
723
– –
-17,728
724
– –
-28,478
725
– –
-12,946
27 28
29
30 31