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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
$1.65B
AUM Growth
-$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,572
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$12M
3
+$11.9M
4
DKS icon
Dick's Sporting Goods
DKS
+$11.6M
5
OLN icon
Olin
OLN
+$10.8M

Top Sells

1
+$15M
2
+$13.5M
3
+$12.8M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$11.7M
5
BNY
Bank of New York Mellon
BNY
+$11.7M

Sector Composition

1 Financials 20.53%
2 Technology 13.35%
3 Consumer Discretionary 12.32%
4 Industrials 11.44%
5 Healthcare 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
– –
-2,348
1027
– –
-15,751
1028
– –
-7,058
1029
– –
-10,114
1030
– –
-47,921
1031
– –
-3,376
1032
– –
-3,762
1033
– –
-3,748
1034
– –
-28,216
1035
– –
-142,529
1036
– –
-5,934
1037
– –
-8,381
1038
– –
-21,826
1039
– –
-4,319
1040
– –
-15,337
1041
– –
-291,645
1042
– –
-22,262
1043
– –
-7,804
1044
– –
-13,964
1045
– –
-20,187
1046
– –
-29,165
1047
– –
-19,368
1048
– –
-3,336
1049
– –
-12,471
1050
– –
-23,760
40 41
42
43 44