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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
$1.65B
AUM Growth
-$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,572
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$12M
3
+$11.9M
4
DKS icon
Dick's Sporting Goods
DKS
+$11.6M
5
OLN icon
Olin
OLN
+$10.8M

Top Sells

1
+$15M
2
+$13.5M
3
+$12.8M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$11.7M
5
BNY
Bank of New York Mellon
BNY
+$11.7M

Sector Composition

1 Financials 20.53%
2 Technology 13.35%
3 Consumer Discretionary 12.32%
4 Industrials 11.44%
5 Healthcare 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
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1127
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-5,667
1128
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-1,050
1129
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-7,247
1130
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1131
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-48,435
1132
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-13,327
1133
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-108,819
1134
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-3,415
1135
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-19,325
1136
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-50,451
1137
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-3,444
1138
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-7,167
1139
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-35,115
1140
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-44
1141
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-23,239
1142
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-4,076
1143
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1144
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1145
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1146
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-116,354
1147
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-39,041
1148
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1149
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1150
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44 45
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