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
901
$460K 0.03%
31,918
-4,166
902
$459K 0.03%
25,234
-1,373
903
$458K 0.03%
3,990
-13
904
$458K 0.03%
5,832
+1,363
905
$458K 0.03%
138,830
-13,026
906
$456K 0.03%
12,475
+6,042
907
$456K 0.03%
+4,783
908
$455K 0.03%
32,463
-2,057
909
$454K 0.03%
11,970
+1,455
910
$454K 0.03%
+2,014
911
$453K 0.03%
250
+71
912
$452K 0.03%
9,050
+4,236
913
$451K 0.03%
+48,473
914
$451K 0.03%
9,066
-2,177
915
$449K 0.03%
10,667
+760
916
$447K 0.03%
6,132
-8,432
917
$446K 0.03%
9,313
+1,441
918
$446K 0.03%
151,788
-12,795
919
$444K 0.02%
30,717
-514
920
$442K 0.02%
20,498
+430
921
$442K 0.02%
23,071
-521
922
$441K 0.02%
15,682
+377
923
$441K 0.02%
9,337
+353
924
$440K 0.02%
13,964
+7,781
925
$440K 0.02%
+1,544
35 36
37
38 39