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
1326
– –
-26,125
1327
– –
-41,969
1328
– –
-60,177
1329
– –
-3,268
1330
– –
-20,413
1331
– –
-11,390
1332
– –
-111,612
1333
– –
-55,748
1334
– –
-75,430
1335
– –
-31,506
1336
– –
-149,445
1337
– –
-1,056
1338
– –
-23,000
1339
– –
-12,148
1340
– –
-61,045
1341
– –
-18,750
1342
– –
-83,258
1343
– –
-37,307
1344
– –
-129,458
1345
– –
-6,224
1346
– –
-10,421
1347
– –
-64,652
1348
– –
-10,493
1349
– –
-16,240
1350
– –
-2,009
52 53
54
55 56