WG

Winton Group Portfolio holdings

AUM $2.67B
1-Year Est. Return 29.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.37B
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
896
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$25.8M
3
+$25.7M
4
NTAP icon
NetApp
NTAP
+$23.2M
5
JBL icon
Jabil
JBL
+$18.1M

Top Sells

1
+$36.4M
2
+$24.3M
3
+$16.1M
4
CSL icon
Carlisle Companies
CSL
+$15.7M
5
DBX icon
Dropbox
DBX
+$11.7M

Sector Composition

1 Financials 16.21%
2 Industrials 12.6%
3 Technology 11.4%
4 Consumer Discretionary 10.94%
5 Healthcare 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$42.3K ﹤0.01%
13,330
+18
727
$26.1K ﹤0.01%
+1,133
728
$22.1K ﹤0.01%
+459
729
$18.1K ﹤0.01%
12,500
+17
730
– –
-15,860
731
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-36,621
732
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-14,074
733
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-2,889
734
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735
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-6,940
736
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-6,849
737
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-10,577
738
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-22,186
739
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-504
740
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741
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-1,570
742
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-14,862
743
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744
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745
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-55,017
746
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-16,056
747
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748
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-1,645
749
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-57,718
750
– –
-9,231
28 29
30
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