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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
1051
– –
-21,171
1052
– –
-39,228
1053
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-22,393
1054
– –
-19,915
1055
– –
-287
1056
– –
-41,219
1057
– –
-14,370
1058
– –
-3,985
1059
– –
-10,350
1060
– –
-4,423
1061
– –
-2,674
1062
– –
-52,318
1063
– –
-17,230
1064
– –
-15,730
1065
– –
-2,001
1066
– –
-28,217
1067
– –
-2,816
1068
– –
-30,379
1069
– –
-25,197
1070
– –
-31,549
1071
– –
-33,525
1072
– –
-16,839
1073
– –
-2,872
1074
– –
-8,745
1075
– –
-126,583
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