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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
$1.52B
AUM Growth
-$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,083
New
Increased
Reduced
Closed

Top Buys

1
+$42.9M
2
+$19.8M
3
+$13.1M
4
AFL icon
Aflac
AFL
+$11.2M
5
QRVO icon
Qorvo
QRVO
+$11.2M

Top Sells

1
+$27.3M
2
+$16.7M
3
+$15.6M
4
HIG icon
Hartford Financial Services
HIG
+$15.2M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$13.4M

Sector Composition

1 Financials 20.15%
2 Technology 12.53%
3 Healthcare 11.94%
4 Industrials 11.38%
5 Consumer Discretionary 10.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
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-20,975
1002
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-35,513
1003
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-5,823
1004
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-9,182
1005
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-15,470
1006
– –
-6,147
1007
– –
-593
1008
– –
-19,936
1009
– –
-2,490
1010
– –
-6,189
1011
– –
-158,078
1012
– –
-40,065
1013
– –
-15,200
1014
– –
-10,150
1015
– –
-29,391
1016
– –
-4,854
1017
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-2,332
1018
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-8,553
1019
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-3,763
1020
– –
-3,066
1021
– –
-1,596
1022
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-12,746
1023
– –
-14,924
1024
– –
-3,679
1025
– –
-30,042
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