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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
1001
– –
-4,807
1002
– –
-15,264
1003
– –
-2,141
1004
– –
-2,741
1005
– –
-169
1006
– –
-6,110
1007
– –
-3,590
1008
– –
-1,865
1009
– –
-7,533
1010
– –
-3,099
1011
– –
-2,636
1012
– –
-14,875
1013
– –
-386,118
1014
– –
-1,900
1015
– –
-22,002
1016
– –
-2,786
1017
– –
-669,391
1018
– –
-10,724
1019
– –
-3,745
1020
– –
-11,196
1021
– –
-2,144
1022
– –
-13,380
1023
– –
-274,536
1024
– –
-8,530
1025
– –
-5,220
39 40
41
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