WG

Winton Group Portfolio holdings

AUM $2.9B
1-Year Est. Return 27.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.79B
AUM Growth
-$3.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,635
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$19.4M
3
+$18.8M
4
TJX icon
TJX Companies
TJX
+$18.2M
5
ODFL icon
Old Dominion Freight Line
ODFL
+$15.4M

Top Sells

1
+$29.4M
2
+$25M
3
+$24.3M
4
AXP icon
American Express
AXP
+$22.7M
5
ROK icon
Rockwell Automation
ROK
+$21.3M

Sector Composition

1 Real Estate 14.52%
2 Technology 12.48%
3 Industrials 11.69%
4 Financials 10.89%
5 Consumer Discretionary 10.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
$386K 0.01%
10,216
-39,874
1102
$385K 0.01%
33,084
-1,671
1103
$385K 0.01%
+31,959
1104
$383K 0.01%
38,104
-24,642
1105
$381K 0.01%
51,241
-80,345
1106
$379K 0.01%
11,149
-7,405
1107
$377K 0.01%
26,121
-10,953
1108
$376K 0.01%
25,541
-16,362
1109
$375K 0.01%
53,764
-13,948
1110
$373K 0.01%
31,862
-9,587
1111
$371K 0.01%
8,337
-4,466
1112
$368K 0.01%
34,220
+5,905
1113
$368K 0.01%
47,836
+7,727
1114
$365K 0.01%
+85,793
1115
$364K 0.01%
51,092
-5,659
1116
$363K 0.01%
82,089
+11,380
1117
$363K 0.01%
8,635
-4,617
1118
$362K 0.01%
+39,747
1119
$360K 0.01%
14,735
-3,135
1120
$359K 0.01%
16,960
+3,893
1121
$359K 0.01%
+6,377
1122
$359K 0.01%
5,371
-810
1123
$358K 0.01%
25,772
-79,515
1124
$357K 0.01%
5,131
+922
1125
$356K 0.01%
14,521
-1,615
43 44
45
46 47