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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
1126
– –
-3,248
1127
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-26,170
1128
– –
-13,252
1129
– –
-39,208
1130
– –
-7,846
1131
– –
-15,674
1132
– –
-9,559
1133
– –
-87,157
1134
– –
-8,777
1135
– –
-8,198
1136
– –
-25,004
1137
– –
-19,660
1138
– –
-5,339
1139
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-8,570
1140
– –
-2,478
1141
– –
-20,750
1142
– –
-55,276
1143
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-5,807
1144
– –
-9,311
1145
– –
-8,155
1146
– –
-3,485
1147
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-2,788
1148
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-6,778
1149
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-204,609
1150
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-14,858
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