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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
1301
– –
-9,884
1302
– –
-13,577
1303
– –
-9,731
1304
– –
-11,485
1305
– –
-111,247
1306
– –
-11,963
1307
– –
-2,803
1308
– –
-3,079
1309
– –
-14,091
1310
– –
-2,351
1311
– –
-10,999
1312
– –
-196,235
1313
– –
-5,139
1314
– –
-136,091
1315
– –
-13,237
1316
– –
-209,092
1317
– –
-52,414
1318
– –
-445,440
1319
– –
-106,910
1320
– –
-11,600
1321
– –
-40,921
1322
– –
-9,314
1323
– –
-11,619
1324
– –
-19,793
1325
– –
-14,263
51 52
53
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