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
1401
– –
-16,612
1402
– –
-40,440
1403
– –
-173,416
1404
– –
-36,763
1405
– –
-76,833
1406
– –
-123,228
1407
– –
-16,653
1408
– –
-1,338
1409
– –
-11,975
1410
– –
-10,116
1411
– –
-17,188
1412
– –
-29,681
1413
– –
-2,042
1414
– –
-51,145
1415
– –
-94,703
1416
– –
-17,681
1417
– –
-13,281
1418
– –
-11,274
1419
– –
-144,374
1420
– –
-29,198
1421
– –
-79,433
1422
– –
-14,238
1423
– –
-25,599
1424
– –
-16,378
1425
– –
-52,337
55 56
57
58 59