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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
1101
– –
-102,793
1102
– –
-2,696
1103
– –
-18,862
1104
– –
-37,975
1105
– –
-6,919
1106
– –
-3,123
1107
– –
-42,257
1108
– –
-33,733
1109
– –
-5,265
1110
– –
-23,101
1111
– –
-9,878
1112
– –
-1,078
1113
– –
-18,134
1114
– –
-6,283
1115
– –
-31,116
1116
– –
-11,517
1117
– –
-6,847
1118
– –
-31,257
1119
– –
-66,760
1120
– –
-15,224
1121
– –
-23,731
1122
– –
-32,147
1123
– –
-4,157
1124
– –
-4,480
1125
– –
-7,671
43 44
45
46 47