We are live on ! Find out more
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
$1.86B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,569
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$12.8M
3
+$11.6M
4
NVDA icon
NVIDIA
NVDA
+$10.5M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$9.02M

Top Sells

1
+$34.4M
2
+$28.2M
3
+$24.1M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$14.7M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$12.9M

Sector Composition

1 Financials 17.09%
2 Technology 11.66%
3 Consumer Discretionary 10.74%
4 Industrials 10.44%
5 Healthcare 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1451
– –
-3,235
1452
– –
-6,248
1453
– –
-19,846
1454
– –
-4,397
1455
– –
-11,074
1456
– –
-13,458
1457
– –
-21,661
1458
– –
-9,874
1459
– –
-11,706
1460
– –
-28,173
1461
– –
-28,705
1462
– –
-4,951
1463
– –
-20,219
1464
– –
-28,021
1465
– –
-11,466
1466
– –
-3,616
1467
– –
-1,661
1468
– –
-235,650
1469
– –
-198
1470
– –
-872
1471
– –
-3,394
1472
– –
-193,722
1473
– –
-3,829
1474
– –
-3,041
1475
– –
-13,355
57 58
59
60 61