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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
$1.89B
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,133
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$17.9M
3
+$15.7M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$13.5M
5
KLAC icon
KLA
KLAC
+$12.4M

Top Sells

1
+$18.2M
2
+$17.1M
3
+$15.6M
4
UNP icon
Union Pacific
UNP
+$14.4M
5
WHR icon
Whirlpool
WHR
+$13.8M

Sector Composition

1 Financials 19.68%
2 Technology 10.97%
3 Industrials 10.53%
4 Healthcare 10.11%
5 Consumer Discretionary 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
– –
-11,594
1002
– –
-19,799
1003
– –
-5,816
1004
– –
-19,956
1005
– –
-9,931
1006
– –
-3,032
1007
– –
-6,615
1008
– –
-8,817
1009
– –
-22,144
1010
– –
-7,677
1011
– –
-221,099
1012
– –
-8,997
1013
– –
-18,831
1014
– –
-45,110
1015
– –
-5,430
1016
– –
-11,968
1017
– –
-10,162
1018
– –
-18,601
1019
– –
-4,184
1020
– –
-259,390
1021
– –
-1,417
1022
– –
-20,196
1023
– –
-28,622
1024
– –
-1,481
1025
– –
-8,720
39 40
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42 43