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
1326
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-12,148
1327
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-61,045
1328
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-18,750
1329
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-83,258
1330
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-37,307
1331
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-129,458
1332
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-10,421
1333
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-64,652
1334
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-6,224
1335
– –
-10,493
1336
– –
-16,240
1337
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-2,009
1338
– –
-5,907
1339
– –
-73,766
1340
– –
-15,459
1341
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-19,009
1342
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-14,741
1343
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-13,679
1344
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-13,539
1345
– –
-73,937
1346
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-35,937
1347
– –
-101,531
1348
– –
-39,195
1349
– –
-74,697
1350
– –
-97,592
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