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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
$1.65B
AUM Growth
-$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,572
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$12M
3
+$11.9M
4
DKS icon
Dick's Sporting Goods
DKS
+$11.6M
5
OLN icon
Olin
OLN
+$10.8M

Top Sells

1
+$15M
2
+$13.5M
3
+$12.8M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$11.7M
5
BNY
Bank of New York Mellon
BNY
+$11.7M

Sector Composition

1 Financials 20.53%
2 Technology 13.35%
3 Consumer Discretionary 12.32%
4 Industrials 11.44%
5 Healthcare 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
– –
-12,918
1002
– –
-8,229
1003
– –
-85,550
1004
– –
-25,119
1005
– –
-5,309
1006
– –
-8,274
1007
– –
-10,691
1008
– –
-9,260
1009
– –
-31,918
1010
– –
-30,778
1011
– –
-368,637
1012
– –
-183,748
1013
– –
-77,394
1014
– –
-115,541
1015
– –
-23,536
1016
– –
-21,940
1017
– –
-25,688
1018
– –
-20,019
1019
– –
-20,703
1020
– –
-26,252
1021
– –
-9,857
1022
– –
-13,817
1023
– –
-5,567
1024
– –
-39,488
1025
– –
-1,689
39 40
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42 43