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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
1276
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1277
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-634
1278
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-94,152
1279
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-135,956
1280
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-148,405
1281
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-24,920
1282
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-13,573
1283
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-86,812
1284
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-7,246
1285
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-46,476
1286
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-9,024
1287
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-24,143
1288
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-15,210
1289
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-20,264
1290
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-10,745
1291
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-65,936
1292
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-18,581
1293
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-22,460
1294
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-74,903
1295
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-23,607
1296
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-8,512
1297
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-7,437
1298
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1299
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-25,081
1300
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-6,196
50 51
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