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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
1026
– –
-10,927
1027
– –
-7,883
1028
– –
-1,396
1029
– –
-2,566
1030
– –
-7,851
1031
– –
-4,625
1032
– –
-17,613
1033
– –
-15,339
1034
– –
-2,756
1035
– –
-47,926
1036
– –
-14,459
1037
– –
-89,490
1038
– –
-29,440
1039
– –
-439,507
1040
– –
-10,262
1041
– –
-31,752
1042
– –
-18,676
1043
– –
-5,101
1044
– –
-17,040
1045
– –
-2,918
1046
– –
-14,124
1047
– –
-31,757
1048
– –
-16,356
1049
– –
-28,026
1050
– –
-26,697
40 41
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43 44