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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
$4.64B
AUM Growth
-$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,124
New
Increased
Reduced
Closed

Top Buys

1
+$43.5M
2
+$33.3M
3
+$32.5M
4
PG icon
Procter & Gamble
PG
+$30.9M
5
DIS icon
Walt Disney
DIS
+$25.2M

Top Sells

1
+$40.6M
2
+$29.3M
3
+$27.4M
4
NOC icon
Northrop Grumman
NOC
+$26.7M
5
RTN
Raytheon Company
RTN
+$25M

Sector Composition

1 Technology 16.75%
2 Consumer Discretionary 13.63%
3 Healthcare 13.09%
4 Industrials 11.96%
5 Consumer Staples 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
– –
-2,045
1027
– –
-4,958
1028
– –
-268,167
1029
– –
-7,683
1030
– –
-161,191
1031
– –
-170,445
1032
– –
-368,132
1033
– –
-4,315
1034
– –
-4,191
1035
– –
-22,229
1036
– –
-3,768
1037
– –
-92,860
1038
– –
-88,120
1039
– –
-658,050
1040
– –
-3,906
1041
– –
-10,140
1042
– –
-267,018
1043
– –
-57,900
1044
– –
-361,900
1045
– –
-5,844
1046
– –
-129,942
1047
– –
-4,163
1048
– –
-70,286
1049
– –
-472,126
1050
– –
-665
40 41
42
43 44