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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
$2.67B
AUM Growth
+$714M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,096
New
Increased
Reduced
Closed

Top Buys

1
+$104M
2
+$19M
3
+$18.3M
4
BA icon
Boeing
BA
+$17.5M
5
INCY icon
Incyte
INCY
+$16.9M

Top Sells

1
+$16.7M
2
+$11.5M
3
+$11.3M
4
GS icon
Goldman Sachs
GS
+$10.4M
5
WDC icon
Western Digital
WDC
+$10.4M

Sector Composition

1 Financials 17.39%
2 Technology 15.86%
3 Industrials 13.11%
4 Consumer Discretionary 12.91%
5 Healthcare 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
– –
-30,132
1077
– –
-27,766
1078
– –
-16,636
1079
– –
-2,367
1080
– –
-68,375
1081
– –
-5,061
1082
– –
-17,908
1083
– –
-24,347
1084
– –
-88,800
1085
– –
-9,552
1086
– –
-16,662
1087
– –
-202,384
1088
– –
-18,142
1089
– –
-109,900
1090
– –
-13,014
1091
– –
-60,881
1092
– –
-60,961
1093
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-74,800
1094
– –
-12,400
1095
– –
-62,700
1096
– –
-44,981
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