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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
$1.39B
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
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 11.41%
5 Technology 11.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
– –
-111,612
1302
– –
-55,748
1303
– –
-75,430
1304
– –
-1,056
1305
– –
-12,148
1306
– –
-61,045
1307
– –
-18,750
1308
– –
-83,258
1309
– –
-37,307
1310
– –
-129,458
1311
– –
-17,211
1312
– –
-17,992
1313
– –
-2,009
1314
– –
-73,766
1315
– –
-15,459
1316
– –
-44,162
1317
– –
-24,167
1318
– –
-17,072
1319
– –
-19,009
1320
– –
-14,741
1321
– –
-13,679
1322
– –
-13,539
1323
– –
-73,937
1324
– –
-35,937
1325
– –
-101,531
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