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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
1026
– –
-4,060
1027
– –
-14,691
1028
– –
-48,168
1029
– –
-108,529
1030
– –
-11,172
1031
– –
-2,672
1032
– –
-13,000
1033
– –
-6,333
1034
– –
-12,568
1035
– –
-48,559
1036
– –
-20,470
1037
– –
-20,547
1038
– –
-3,140
1039
– –
-16,682
1040
– –
-6,384
1041
– –
-7,148
1042
– –
-10,019
1043
– –
-12,032
1044
– –
-1,113
1045
– –
-10,801
1046
– –
-2,707
1047
– –
-22,641
1048
– –
-3,400
1049
– –
-20,541
1050
– –
-16,523
40 41
42
43 44