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
$1.78B
AUM Growth
-$77.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,540
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$11.4M
3
+$11.2M
4
STT icon
State Street
STT
+$10.9M
5
FANG icon
Diamondback Energy
FANG
+$10.8M

Top Sells

1
+$41.6M
2
+$39.3M
3
+$26.1M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$23.4M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$18M

Sector Composition

1 Financials 20.78%
2 Technology 13.2%
3 Consumer Discretionary 12.36%
4 Healthcare 11.67%
5 Industrials 10.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$488K 0.03%
+3,907
877
$486K 0.03%
117,647
+4,076
878
$484K 0.03%
8,500
-3,820
879
$483K 0.03%
3,819
-6,565
880
$483K 0.03%
12,628
-37
881
$483K 0.03%
14,197
-3,441
882
$483K 0.03%
37,490
+9,954
883
$480K 0.03%
14,370
-3,971
884
$478K 0.03%
54,744
+3,880
885
$477K 0.03%
20,264
-64,630
886
$476K 0.03%
9,024
+2,253
887
$476K 0.03%
29,697
-1,990
888
$473K 0.03%
+2,362
889
$469K 0.03%
+2,765
890
$469K 0.03%
24,063
-4,727
891
$468K 0.03%
15,594
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892
$466K 0.03%
49,361
-27,958
893
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3,334
-4,617
894
$465K 0.03%
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895
$464K 0.03%
+7,631
896
$464K 0.03%
3,251
+993
897
$463K 0.03%
+4,815
898
$463K 0.03%
7,878
+2,305
899
$463K 0.03%
2,674
-3,865
900
$461K 0.03%
5,295
-3,049
34 35
36
37 38