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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
1076
– –
-16,278
1077
– –
-1,391
1078
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-2,917
1079
– –
-5,507
1080
– –
-1,552
1081
– –
-25,284
1082
– –
-5,662
1083
– –
-5,281
1084
– –
-26,611
1085
– –
-2,014
1086
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-3,105
1087
– –
-9,343
1088
– –
-9,337
1089
– –
-20,390
1090
– –
-22,248
1091
– –
-129,141
1092
– –
-15,771
1093
– –
-10,951
1094
– –
-6,727
1095
– –
-40,784
1096
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-3,513
1097
– –
-44,252
1098
– –
-17,716
1099
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-9,656
1100
– –
-9,772
42 43
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