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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
826
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827
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-12,259
828
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-9,280
829
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-83,965
830
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831
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-43,256
832
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-112,379
833
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-36,027
834
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-124,376
835
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836
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837
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-195,941
838
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-82,463
839
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-13,684
840
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-1,977
841
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-45,681
842
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843
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844
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-3,829
845
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846
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847
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-9,317
848
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849
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850
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-11,744
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