WG

Winton Group Portfolio holdings

AUM $2.67B
1-Year Est. Return 29.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.39B
AUM Growth
-$1.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,625
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$7.81M
3
+$6.17M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$5.09M
5
SF icon
Stifel
SF
+$4.52M

Top Sells

1
+$20M
2
+$14.4M
3
+$14.4M
4
KMB icon
Kimberly-Clark
KMB
+$12M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$11.2M

Sector Composition

1 Financials 16.52%
2 Consumer Discretionary 13.29%
3 Healthcare 12.02%
4 Industrials 11.36%
5 Technology 11.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
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-124,513
1302
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-23,571
1303
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-95,241
1304
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-9,692
1305
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1306
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-185,144
1307
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-82,249
1308
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-12,498
1309
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-11,951
1310
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-24,591
1311
– –
-1,375
1312
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-117,193
1313
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-19,876
1314
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-36,299
1315
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-59,467
1316
– –
-11,422
1317
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-14,655
1318
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-24,072
1319
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-29,775
1320
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-35,639
1321
– –
-10,589
1322
– –
-130,052
1323
– –
-14,250
1324
– –
-11,255
1325
– –
-4,137
51 52
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