WG

Winton Group Portfolio holdings

AUM $2.67B
1-Year Est. Return 29.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.91B
AUM Growth
+$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,209
New
Increased
Reduced
Closed

Top Buys

1
+$38.9M
2
+$26.3M
3
+$17M
4
AMZN icon
Amazon
AMZN
+$16.9M
5
UNP icon
Union Pacific
UNP
+$16.3M

Top Sells

1
+$22.6M
2
+$20.3M
3
+$18.7M
4
CONE
CyrusOne Inc Common Stock
CONE
+$15M
5
RJF icon
Raymond James Financial
RJF
+$14.6M

Sector Composition

1 Financials 20.14%
2 Consumer Discretionary 13.72%
3 Industrials 10.77%
4 Healthcare 9.83%
5 Technology 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
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-19,304
1002
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1003
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-6,484
1004
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-10,430
1005
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-13,252
1006
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-17,109
1007
– –
-19,091
1008
– –
-14,903
1009
– –
-1,205
1010
– –
-2,093
1011
– –
-11,789
1012
– –
-16,314
1013
– –
-28,786
1014
– –
-6,487
1015
– –
-4,865
1016
– –
-20,609
1017
– –
-7,716
1018
– –
-7,087
1019
– –
-20,063
1020
– –
-10,684
1021
– –
-1,881
1022
– –
-18,803
1023
– –
-47,502
1024
– –
-10,968
1025
– –
-4,349
39 40
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