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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
$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 11.96%
5 Consumer Staples 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
– –
-7,399
902
– –
-9,566
903
– –
-3,189
904
– –
-6,060
905
– –
-9,958
906
– –
-1,625
907
– –
-42,056
908
– –
-15,828
909
– –
-167,759
910
– –
-3,458
911
– –
-209,714
912
– –
-8,939
913
– –
-8,535
914
– –
-7,913
915
– –
-43,531
916
– –
-113,092
917
– –
-5,704
918
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-2,724
919
– –
-161,760
920
– –
-1,429
921
– –
-12,616
922
– –
-3,310
923
– –
-2,563
924
– –
-117,248
925
– –
-5,760
35 36
37
38 39