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
1151
$323K 0.01%
8,678
-77,379
1152
$323K 0.01%
+165,711
1153
$320K 0.01%
33,744
+9,620
1154
$319K 0.01%
+16,638
1155
$319K 0.01%
29,819
-3,390
1156
$319K 0.01%
20,882
+5,801
1157
$318K 0.01%
83,214
-2,857
1158
$318K 0.01%
601
+45
1159
$318K 0.01%
29,834
+1,662
1160
$317K 0.01%
+19,388
1161
$313K 0.01%
+31,017
1162
$310K 0.01%
22,027
-10,737
1163
$309K 0.01%
+14,387
1164
$308K 0.01%
24,669
-31,248
1165
$305K 0.01%
137,376
+83,642
1166
$304K 0.01%
2,179
-4,126
1167
$303K 0.01%
+5,248
1168
$302K 0.01%
94,138
-3,741
1169
$302K 0.01%
7,363
-8,308
1170
$302K 0.01%
8,316
+1,727
1171
$301K 0.01%
7,240
-7,619
1172
$296K 0.01%
+3,120
1173
$296K 0.01%
76,114
+22,067
1174
$294K 0.01%
1,052
-910
1175
$293K 0.01%
5,854
-34,285
45 46
47
48 49