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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
$1.42B
AUM Growth
+$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
919
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$27.2M
3
+$25.2M
4
STT icon
State Street
STT
+$24.8M
5
WMT icon
Walmart Inc
WMT
+$24.6M

Top Sells

1
+$91.4M
2
+$81.1M
3
+$63.4M
4
CPRT icon
Copart
CPRT
+$28.2M
5
SRE icon
Sempra
SRE
+$24.9M

Sector Composition

1 Financials 21.4%
2 Industrials 13.56%
3 Consumer Discretionary 12.79%
4 Consumer Staples 9.33%
5 Healthcare 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
– –
-1,179
902
– –
-25,693
903
– –
-2,780
904
– –
-58,776
905
– –
-148,728
906
– –
-13,603
907
– –
-2,988
908
– –
-3,589
909
– –
-21,416
910
– –
-177,690
911
– –
-10,691
912
– –
-1,133
913
– –
-115,122
914
– –
-2,201
915
– –
-9,813
916
– –
-5,680
917
– –
-9,925
918
– –
-594,921
919
– –
-5,846
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