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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
1201
– –
-11,914
1202
– –
-29,316
1203
– –
-33,173
1204
– –
-30,717
1205
– –
-7,263
1206
– –
-11,970
1207
– –
-48,228
1208
– –
-23,995
1209
– –
-10,811
1210
– –
-4,114
1211
– –
-18,099
1212
– –
-15,055
1213
– –
-6,909
1214
– –
-16,336
1215
– –
-90,206
1216
– –
-7,585
1217
– –
-12,516
1218
– –
-11,957
1219
– –
-14,292
1220
– –
-45,230
1221
– –
-16,061
1222
– –
-11,577
1223
– –
-25,517
1224
– –
-25,234
1225
– –
-23,674
47 48
49
50 51