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
$4.64B
AUM Growth
-$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,124
New
Increased
Reduced
Closed

Top Buys

1
+$43.5M
2
+$33.3M
3
+$32.5M
4
PG icon
Procter & Gamble
PG
+$30.9M
5
DIS icon
Walt Disney
DIS
+$25.2M

Top Sells

1
+$40.6M
2
+$29.3M
3
+$27.4M
4
NOC icon
Northrop Grumman
NOC
+$26.7M
5
RTN
Raytheon Company
RTN
+$25M

Sector Composition

1 Technology 16.75%
2 Consumer Discretionary 13.63%
3 Healthcare 13.09%
4 Industrials 11.95%
5 Consumer Staples 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
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-4,958
852
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-8,423
853
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854
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855
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856
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-6,814
857
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-174,152
858
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-18,201
859
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-550,495
860
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-12,494
861
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-135,133
862
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863
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-170,376
864
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-27,656
865
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866
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-14,875
867
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868
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869
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870
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-208,547
871
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872
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-56,818
873
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-4,949
874
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-129,189
875
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-1,055
33 34
35
36 37