WG

Winton Group Portfolio holdings

AUM $2.9B
1-Year Est. Return 27.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.24%
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
+$12.4M
2
+$7.74M
3
+$6.09M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$4.85M
5
SF icon
Stifel
SF
+$3.99M

Top Sells

1
+$18.2M
2
+$13.5M
3
+$13.1M
4
KMB icon
Kimberly-Clark
KMB
+$12.5M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$10.7M

Sector Composition

1 Financials 16.52%
2 Consumer Discretionary 13.29%
3 Healthcare 12.02%
4 Industrials 11.39%
5 Technology 11.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
– –
-639
1302
– –
-16,609
1303
– –
-25,187
1304
– –
-69,780
1305
– –
-20,593
1306
– –
-15,649
1307
– –
-17,444
1308
– –
-13,580
1309
– –
-4,581
1310
– –
-26,125
1311
– –
-36,761
1312
– –
-68,170
1313
– –
-13,850
1314
– –
-41,969
1315
– –
-60,177
1316
– –
-3,268
1317
– –
-20,413
1318
– –
-11,390
1319
– –
-111,612
1320
– –
-55,748
1321
– –
-75,430
1322
– –
-31,506
1323
– –
-149,445
1324
– –
-1,056
1325
– –
-23,000
51 52
53
54 55