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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
$1.65B
AUM Growth
-$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,572
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$12M
3
+$11.9M
4
DKS icon
Dick's Sporting Goods
DKS
+$11.6M
5
OLN icon
Olin
OLN
+$10.8M

Top Sells

1
+$15M
2
+$13.5M
3
+$12.8M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$11.7M
5
BNY
Bank of New York Mellon
BNY
+$11.7M

Sector Composition

1 Financials 20.53%
2 Technology 13.35%
3 Consumer Discretionary 12.32%
4 Industrials 11.44%
5 Healthcare 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
– –
-96,501
1402
– –
-9,551
1403
– –
-818
1404
– –
-4,807
1405
– –
-4,092
1406
– –
-20,555
1407
– –
-18,780
1408
– –
-20,250
1409
– –
-3,137
1410
– –
-11,113
1411
– –
-20,267
1412
– –
-4,912
1413
– –
-15,731
1414
– –
-9,501
1415
– –
-24,035
1416
– –
-24,164
1417
– –
-16,347
1418
– –
-46,378
1419
– –
-2,980
1420
– –
-15,588
1421
– –
-3,207
1422
– –
-8,420
1423
– –
-19,390
1424
– –
-4,607
1425
– –
-4,960
55 56
57
58 59