WG

Winton Group Portfolio holdings

AUM $2.67B
1-Year Est. Return 29.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.84%
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
+$12.9M
2
+$7.81M
3
+$6.17M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$5.09M
5
SF icon
Stifel
SF
+$4.52M

Top Sells

1
+$20M
2
+$14.4M
3
+$14.4M
4
KMB icon
Kimberly-Clark
KMB
+$12M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$11.2M

Sector Composition

1 Financials 16.52%
2 Consumer Discretionary 13.29%
3 Healthcare 12.02%
4 Industrials 11.36%
5 Technology 11.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1351
– –
-61,045
1352
– –
-18,750
1353
– –
-83,258
1354
– –
-37,307
1355
– –
-10,493
1356
– –
-19,750
1357
– –
-13,539
1358
– –
-73,937
1359
– –
-16,260
1360
– –
-112,987
1361
– –
-46,487
1362
– –
-3,642
1363
– –
-26,125
1364
– –
-30,125
1365
– –
-36,761
1366
– –
-2,983
1367
– –
-3,858
1368
– –
-8,252
1369
– –
-26,680
1370
– –
-29,522
1371
– –
-32,465
1372
– –
-27,687
1373
– –
-12,841
1374
– –
-811
1375
– –
-115,734
53 54
55
56 57