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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
1426
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-61,120
1427
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-6,416
1428
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-143,689
1429
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-537,083
1430
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-33,273
1431
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-8,229
1432
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-36,390
1433
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-7,754
1434
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-31,953
1435
– –
-34,721
1436
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-6,695
1437
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-13,216
1438
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-79,141
1439
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-5,174
1440
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1441
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-6,738
1442
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-298,008
1443
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-43,705
1444
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-29,504
1445
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-47,805
1446
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-109,886
1447
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-39,675
1448
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1449
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-6,114
1450
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56 57
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59 60