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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
1326
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-78,655
1327
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-43,990
1328
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-562,376
1329
– –
-46,087
1330
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-63,198
1331
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-95,241
1332
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-9,692
1333
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-57,453
1334
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-185,144
1335
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-117,193
1336
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-82,249
1337
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-16,260
1338
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-12,498
1339
– –
-11,951
1340
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-112,987
1341
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-46,487
1342
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-9,761
1343
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-82,717
1344
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-1,657
1345
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1346
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-62,455
1347
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1348
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1349
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-16,681
1350
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