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
$1.52B
AUM Growth
-$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,083
New
Increased
Reduced
Closed

Top Buys

1
+$42.9M
2
+$19.8M
3
+$13.1M
4
AFL icon
Aflac
AFL
+$11.2M
5
QRVO icon
Qorvo
QRVO
+$11.2M

Top Sells

1
+$27.3M
2
+$16.7M
3
+$15.6M
4
HIG icon
Hartford Financial Services
HIG
+$15.2M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$13.4M

Sector Composition

1 Financials 20.15%
2 Technology 12.53%
3 Healthcare 11.94%
4 Industrials 11.38%
5 Consumer Discretionary 10.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$6.12K ﹤0.01%
185
+27
902
$3.5K ﹤0.01%
25,000
903
– –
-5,203
904
– –
-18,225
905
– –
-3,105
906
– –
-7,909
907
– –
-10,558
908
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-14,445
909
– –
-5,814
910
– –
-14,916
911
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-9,231
912
– –
-10,060
913
– –
-2,964
914
– –
-14,235
915
– –
-25,614
916
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-2,719
917
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-11,322
918
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-13,860
919
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-90,613
920
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-41,072
921
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-4,576
922
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-30,779
923
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-13,842
924
– –
-36,704
925
– –
-9,230
35 36
37
38 39