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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
1026
– –
-4,045
1027
– –
-9,090
1028
– –
-8,498
1029
– –
-3,791
1030
– –
-37,379
1031
– –
-4,028
1032
– –
-2,471
1033
– –
-5,956
1034
– –
-5,426
1035
– –
-61,922
1036
– –
-8,732
1037
– –
-4,396
1038
– –
-91,363
1039
– –
-10,998
1040
– –
-2,700
1041
– –
-6,999
1042
– –
-34,875
1043
– –
-4,790
1044
– –
-153,520
1045
– –
-20,742
1046
– –
-14,728
1047
– –
-5,466
1048
– –
-12,136
1049
– –
-8,710
1050
– –
-25,324
40 41
42
43 44