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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
1076
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-31,351
1077
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-4,428
1078
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-16,053
1079
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-13,572
1080
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-7,300
1081
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-48,166
1082
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-13,663
1083
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-4,888
1084
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-4,908
1085
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-104,641
1086
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1087
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-28,517
1088
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-5,919
1089
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-10,237
1090
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-97,603
1091
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-78,171
1092
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1093
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-963
1094
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1095
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1096
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1097
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1098
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1099
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-1,722
1100
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-16,811
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