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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
$1.19B
AUM Growth
-$445M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,198
New
Increased
Reduced
Closed

Top Buys

1
+$52.5M
2
+$29.7M
3
+$25.5M
4
CAH icon
Cardinal Health
CAH
+$24.2M
5
DFS
Discover Financial Services
DFS
+$22.7M

Top Sells

1
+$39.4M
2
+$17.2M
3
+$15.4M
4
FOXA icon
Fox Class A
FOXA
+$15M
5
CVX icon
Chevron
CVX
+$14.2M

Sector Composition

1 Financials 22.95%
2 Technology 11.86%
3 Healthcare 10.57%
4 Consumer Discretionary 9.4%
5 Industrials 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
– –
-5,312
1002
– –
-11,426
1003
– –
-20,158
1004
– –
-19,517
1005
– –
-8,090
1006
– –
-4,022
1007
– –
-1,996
1008
– –
-8,284
1009
– –
-9,368
1010
– –
-17,284
1011
– –
-17,614
1012
– –
-11,380
1013
– –
-2,987
1014
– –
-5,069
1015
– –
-7,743
1016
– –
-13,808
1017
– –
-34,992
1018
– –
-958
1019
– –
-11,947
1020
– –
-8,063
1021
– –
-32,927
1022
– –
-15,575
1023
– –
-104,717
1024
– –
-12,576
1025
– –
-30,948
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