WG

Winton Group Portfolio holdings

AUM $2.9B
1-Year Est. Return 27.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.79B
AUM Growth
-$3.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,635
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$19.4M
3
+$18.8M
4
TJX icon
TJX Companies
TJX
+$18.2M
5
ODFL icon
Old Dominion Freight Line
ODFL
+$15.4M

Top Sells

1
+$29.4M
2
+$25M
3
+$24.3M
4
AXP icon
American Express
AXP
+$22.7M
5
ROK icon
Rockwell Automation
ROK
+$21.3M

Sector Composition

1 Real Estate 14.52%
2 Technology 12.48%
3 Industrials 11.69%
4 Financials 10.89%
5 Consumer Discretionary 10.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$879K 0.02%
34,906
-38,642
852
$877K 0.02%
121,146
+12,646
853
$876K 0.02%
50,086
-11,215
854
$875K 0.02%
19,276
+4,363
855
$868K 0.02%
29,994
-8,681
856
$865K 0.02%
111,636
-75,342
857
$865K 0.02%
78,848
-7,692
858
$864K 0.02%
109,749
+11,056
859
$860K 0.02%
50,904
+15,770
860
$859K 0.02%
10,568
-19,779
861
$859K 0.02%
41,384
-6,823
862
$856K 0.02%
18,839
-13,404
863
$854K 0.02%
36,952
-208
864
$853K 0.02%
203,186
-707,156
865
$850K 0.02%
83,189
-16,882
866
$846K 0.02%
20,524
-25,147
867
$843K 0.02%
92,741
+48,274
868
$835K 0.02%
57,953
-3,584
869
$828K 0.02%
+2,618
870
$825K 0.02%
28,282
+14,455
871
$824K 0.02%
67,521
-28,314
872
$821K 0.02%
39,517
-23,495
873
$816K 0.02%
22,195
-7,650
874
$815K 0.02%
34,314
-1,076
875
$810K 0.02%
14,878
-12,282
33 34
35
36 37