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
$1.37B
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
896
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$25M
3
+$21.2M
4
EXPE icon
Expedia Group
EXPE
+$20.8M
5
JBL icon
Jabil
JBL
+$18.1M

Top Sells

1
+$34.5M
2
+$24.3M
3
+$15.7M
4
TMUS icon
T-Mobile US
TMUS
+$14.9M
5
DBX icon
Dropbox
DBX
+$11.7M

Sector Composition

1 Financials 16.21%
2 Industrials 12.62%
3 Technology 11.4%
4 Consumer Discretionary 10.94%
5 Healthcare 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
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-9,372
877
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878
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-56,075
879
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-23,610
880
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-24,171
881
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-3,270
882
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-27,108
883
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-2,168
884
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-3,955
885
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-220,143
886
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-56,030
887
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-4,221
888
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-10,290
889
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-1,997
890
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-21,256
891
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-11,115
892
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-1,633
893
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894
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895
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-6,792
896
– –
-3,811
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