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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
$3.79B
AUM Growth
-$3.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,635
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$19.4M
3
+$18.8M
4
TJX icon
TJX Companies
TJX
+$18.2M
5
ODFL icon
Old Dominion Freight Line
ODFL
+$15.4M

Top Sells

1
+$29.4M
2
+$25M
3
+$24.3M
4
AXP icon
American Express
AXP
+$22.7M
5
ROK icon
Rockwell Automation
ROK
+$21.3M

Sector Composition

1 Real Estate 14.52%
2 Technology 12.48%
3 Industrials 11.7%
4 Financials 10.89%
5 Consumer Discretionary 10.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
– –
-21,585
1402
– –
-643
1403
– –
-40,723
1404
– –
-18,659
1405
– –
-12,128
1406
– –
-75,118
1407
– –
-1,926
1408
– –
-6,768
1409
– –
-2,322
1410
– –
-23,800
1411
– –
-1,536
1412
– –
-13,070
1413
– –
-47,065
1414
– –
-15,577
1415
– –
-61,622
1416
– –
-43,695
1417
– –
-83,104
1418
– –
-1,042
1419
– –
-83,244
1420
– –
-35,356
1421
– –
-55,232
1422
– –
-3,559
1423
– –
-20,829
1424
– –
-772
1425
– –
-5,910
55 56
57
58 59