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
726
– –
-38,241
727
– –
-23,843
728
– –
-74,820
729
– –
-9,881
730
– –
-101,644
731
– –
-299,080
732
– –
-4,814
733
– –
-60,162
734
– –
-42,143
735
– –
-78,508
736
– –
-6,884
737
– –
-76,476
738
– –
-3,542
739
– –
-1,274
740
– –
-25,020
741
– –
-64,851
742
– –
-5,064
743
– –
-1,683,071
744
– –
-98,718
745
– –
-1,842
746
– –
-64,430
747
– –
-15,629
748
– –
-26,004
749
– –
-48,301
750
– –
-882
28 29
30
31 32