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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
$1.21B
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
971
New
Increased
Reduced
Closed

Top Buys

1
+$62.2M
2
+$32.5M
3
+$32.4M
4
WFC icon
Wells Fargo
WFC
+$25.7M
5
SRE icon
Sempra
SRE
+$24.8M

Top Sells

1
+$40.5M
2
+$28.9M
3
+$27.3M
4
LYB icon
LyondellBasell Industries
LYB
+$25.7M
5
TRV icon
Travelers Companies
TRV
+$23M

Sector Composition

1 Financials 18.09%
2 Industrials 13.64%
3 Technology 10.2%
4 Consumer Discretionary 8.17%
5 Healthcare 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$41.4K ﹤0.01%
10,913
+8
752
$34.8K ﹤0.01%
+12,401
753
$26.1K ﹤0.01%
+15,438
754
$25.2K ﹤0.01%
10,577
-253
755
$16.1K ﹤0.01%
+12,483
756
$9.16K ﹤0.01%
+517
757
– –
-16,609
758
– –
-13,323
759
– –
-1,878
760
– –
-15,562
761
– –
-1,072
762
– –
-3,603
763
– –
-28,838
764
– –
-13,684
765
– –
-22,480
766
– –
-7,556
767
– –
-69,504
768
– –
-28,453
769
– –
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770
– –
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– –
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772
– –
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773
– –
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774
– –
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775
– –
-14,640
29 30
31
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