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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
1101
– –
-2,378
1102
– –
-21,520
1103
– –
-51,998
1104
– –
-11,666
1105
– –
-7,556
1106
– –
-2,112
1107
– –
-8,488
1108
– –
-10,825
1109
– –
-2,281
1110
– –
-10,223
1111
– –
-3,219
1112
– –
-23,420
1113
– –
-535
1114
– –
-3,430
1115
– –
-1,917
1116
– –
-1,456
1117
– –
-2,837
1118
– –
-12,644
1119
– –
-129,947
1120
– –
-50,196
1121
– –
-2,076
1122
– –
-62,890
1123
– –
-43,063
1124
– –
-6,019
1125
– –
-23,891
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