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
$1.52B
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
– –
-9,231
904
– –
-10,060
905
– –
-2,964
906
– –
-14,235
907
– –
-25,614
908
– –
-2,719
909
– –
-11,322
910
– –
-13,860
911
– –
-90,613
912
– –
-41,072
913
– –
-17,777
914
– –
-9,175
915
– –
-4,821
916
– –
-14,563
917
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-6,372
918
– –
-4,576
919
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-30,779
920
– –
-13,842
921
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-36,704
922
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-9,230
923
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-64,176
924
– –
-25,406
925
– –
-4,200
35 36
37
38 39