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
$2.67B
AUM Growth
+$714M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,096
New
Increased
Reduced
Closed

Top Buys

1
+$104M
2
+$19M
3
+$18.3M
4
BA icon
Boeing
BA
+$17.5M
5
INCY icon
Incyte
INCY
+$16.9M

Top Sells

1
+$16.7M
2
+$11.5M
3
+$11.3M
4
GS icon
Goldman Sachs
GS
+$10.4M
5
WDC icon
Western Digital
WDC
+$10.4M

Sector Composition

1 Financials 17.39%
2 Technology 15.86%
3 Industrials 13.11%
4 Consumer Discretionary 12.91%
5 Healthcare 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$6.16M 0.23%
276,265
+6,586
127
$6.03M 0.23%
+69,803
128
$6.02M 0.23%
+60,563
129
$5.99M 0.22%
+66,065
130
$5.98M 0.22%
107,195
+65,503
131
$5.98M 0.22%
+42,552
132
$5.94M 0.22%
28,085
+25,842
133
$5.94M 0.22%
57,262
+30,740
134
$5.93M 0.22%
+192,988
135
$5.89M 0.22%
+62,453
136
$5.84M 0.22%
61,176
+35,860
137
$5.82M 0.22%
22,542
+19,592
138
$5.81M 0.22%
11,219
-3,758
139
$5.79M 0.22%
79,915
+72,548
140
$5.75M 0.22%
+43,312
141
$5.74M 0.21%
+127,300
142
$5.74M 0.21%
279,982
+250,090
143
$5.72M 0.21%
+105,360
144
$5.71M 0.21%
68,451
+61,498
145
$5.71M 0.21%
+83,284
146
$5.7M 0.21%
+84,345
147
$5.69M 0.21%
+52,903
148
$5.68M 0.21%
17,990
+16,063
149
$5.53M 0.21%
104,232
+90,049
150
$5.51M 0.21%
146,349
+122,793
4 5
6
7 8