WG

Winton Group Portfolio holdings

AUM $2.9B
1-Year Est. Return 27.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.22%
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
– –
-97,069
1302
– –
-25,005
1303
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-144,374
1304
– –
-79,433
1305
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-14,238
1306
– –
-25,599
1307
– –
-16,378
1308
– –
-52,337
1309
– –
-11,287
1310
– –
-43,887
1311
– –
-9,594
1312
– –
-62,125
1313
– –
-41,441
1314
– –
-6,761
1315
– –
-44,798
1316
– –
-5,755
1317
– –
-14,323
1318
– –
-1,275
1319
– –
-19,219
1320
– –
-639
1321
– –
-20,593
1322
– –
-15,649
1323
– –
-17,444
1324
– –
-13,580
1325
– –
-4,581
51 52
53
54 55