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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
1501
– –
-44,580
1502
– –
-8,610
1503
– –
-8,209
1504
– –
-68,784
1505
– –
-82,126
1506
– –
-6,106
1507
– –
-2,342
1508
– –
-83,709
1509
– –
-35,988
1510
– –
-32,681
1511
– –
-4
1512
– –
-139,174
1513
– –
-12,996
1514
– –
-35,790
1515
– –
-24,673
1516
– –
-9,226
1517
– –
-6,148
1518
– –
-1,478
1519
– –
-10,430
1520
– –
-229,904
1521
– –
-66,250
1522
– –
-14,898
1523
– –
-44,155
1524
– –
-151,878
1525
– –
-13,242
59 60
61
62 63