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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
1426
– –
-10,667
1427
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-14,717
1428
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-6,132
1429
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-3,336
1430
– –
-11,251
1431
– –
-9,907
1432
– –
-41,806
1433
– –
-7,496
1434
– –
-24,164
1435
– –
-10,858
1436
– –
-15,984
1437
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-27,782
1438
– –
-5,194
1439
– –
-49,361
1440
– –
-26,602
1441
– –
-13,350
1442
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-18,139
1443
– –
-33,395
1444
– –
-2,041
1445
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-16,330
1446
– –
-17,563
1447
– –
-12,994
1448
– –
-6,030
1449
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-4,478
1450
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-2,349
56 57
58
59 60