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
1401
– –
-20,765
1402
– –
-25,641
1403
– –
-8,145
1404
– –
-52,481
1405
– –
-10,589
1406
– –
-37,323
1407
– –
-21,369
1408
– –
-62,455
1409
– –
-7,650
1410
– –
-39,667
1411
– –
-1,410
1412
– –
-6,782
1413
– –
-35,484
1414
– –
-18,313
1415
– –
-17,715
1416
– –
-12,078
1417
– –
-17,612
1418
– –
-130,052
1419
– –
-14,250
1420
– –
-11,255
1421
– –
-4,137
1422
– –
-36,428
1423
– –
-10,966
1424
– –
-15,230
1425
– –
-15,819
55 56
57
58 59