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
$2.67B
AUM Growth
+$714M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,096
New
Increased
Reduced
Closed

Top Buys

1
+$104M
2
+$19M
3
+$18.3M
4
BA icon
Boeing
BA
+$17.5M
5
INCY icon
Incyte
INCY
+$16.9M

Top Sells

1
+$16.7M
2
+$11.5M
3
+$11.3M
4
GS icon
Goldman Sachs
GS
+$10.4M
5
WDC icon
Western Digital
WDC
+$10.4M

Sector Composition

1 Financials 17.39%
2 Technology 15.86%
3 Industrials 13.11%
4 Consumer Discretionary 12.91%
5 Healthcare 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$6.7M 0.25%
59,416
+38,296
102
$6.69M 0.25%
123,474
+119,267
103
$6.61M 0.25%
18,808
+12,209
104
$6.58M 0.25%
34,200
+20,544
105
$6.57M 0.25%
+127,060
106
$6.55M 0.25%
32,498
+22,790
107
$6.53M 0.24%
20,173
+18,658
108
$6.52M 0.24%
+153,591
109
$6.5M 0.24%
15,284
+2,136
110
$6.49M 0.24%
34,100
+30,272
111
$6.46M 0.24%
57,807
+55,152
112
$6.42M 0.24%
76,600
+18,700
113
$6.41M 0.24%
+49,731
114
$6.4M 0.24%
+93,703
115
$6.4M 0.24%
13,056
+7,940
116
$6.38M 0.24%
18,436
+11,352
117
$6.34M 0.24%
56,024
+17,302
118
$6.33M 0.24%
+24,066
119
$6.31M 0.24%
+77,797
120
$6.29M 0.24%
706,644
+474,094
121
$6.28M 0.24%
+120,913
122
$6.21M 0.23%
+67,945
123
$6.21M 0.23%
61,301
+52,618
124
$6.18M 0.23%
+73,052
125
$6.17M 0.23%
+8,140
3 4
5
6 7