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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
1226
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1227
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-9,157
1228
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-16,881
1229
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-3,866
1230
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-49,860
1231
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-37,144
1232
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-4,220
1233
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-24,139
1234
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-16,297
1235
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-1,352
1236
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1237
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-47,575
1238
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-9,695
1239
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-187,220
1240
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1241
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-8,397
1242
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-11,466
1243
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-19,666
1244
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1245
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1246
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-11,583
1247
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-88,672
1248
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1249
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-1,652
1250
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-55,708
48 49
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