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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
1076
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-10,101
1077
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-16,355
1078
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-9,548
1079
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-13,971
1080
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-31,090
1081
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-66,447
1082
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-316
1083
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-2,017
1084
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-9,004
1085
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-6,778
1086
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-3,470
1087
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-66,526
1088
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-33,229
1089
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-41,432
1090
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-38,722
1091
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-324
1092
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-1,607
1093
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-34,214
1094
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-18,334
1095
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-100,537
1096
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-10,831
1097
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-8,962
1098
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-12,463
1099
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1100
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-11,820
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