WG

Winton Group Portfolio holdings

AUM $2.9B
1-Year Est. Return 27.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.24%
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
1401
– –
-2,545
1402
– –
-2,680
1403
– –
-26,440
1404
– –
-20,407
1405
– –
-6,608
1406
– –
-2,489
1407
– –
-24,504
1408
– –
-43,076
1409
– –
-24,402
1410
– –
-18,217
1411
– –
-10,254
1412
– –
-31,477
1413
– –
-118,704
1414
– –
-6,100
1415
– –
-20,969
1416
– –
-16,681
1417
– –
-14,915
1418
– –
-5,578
1419
– –
-7,405
1420
– –
-54,142
1421
– –
-20,603
1422
– –
-19,044
1423
– –
-23,102
1424
– –
-19,501
1425
– –
-1,010
55 56
57
58 59