WG

Winton Group Portfolio holdings

AUM $2.9B
1-Year Est. Return 27.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.24%
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
801
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-4,410
802
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-130,041
803
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-27,202
804
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-2,604
805
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-1,270
806
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-24,811
807
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-60,972
808
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-133,346
809
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-953
810
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-10,771
811
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-11,378
812
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-27,636
813
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-17,728
814
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-28,478
815
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-12,946
816
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-38,241
817
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-23,843
818
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-17,511
819
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-37,375
820
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-34,610
821
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-313
822
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-21,572
823
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-74,820
824
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-9,881
825
– –
-101,644
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