WG

Winton Group Portfolio holdings

AUM $2.9B
1-Year Est. Return 27.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.39B
AUM Growth
-$1.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,625
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$7.74M
3
+$6.09M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$4.85M
5
SF icon
Stifel
SF
+$3.99M

Top Sells

1
+$18.2M
2
+$13.5M
3
+$13.1M
4
KMB icon
Kimberly-Clark
KMB
+$12.5M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$10.7M

Sector Composition

1 Financials 16.52%
2 Consumer Discretionary 13.29%
3 Healthcare 12.02%
4 Industrials 11.39%
5 Technology 11.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1501
– –
-24,072
1502
– –
-24,540
1503
– –
-50,050
1504
– –
-7,713
1505
– –
-25,733
1506
– –
-5,189
1507
– –
-16,598
1508
– –
-7,374
1509
– –
-7,100
1510
– –
-65,167
1511
– –
-37,886
1512
– –
-29,775
1513
– –
-24,180
1514
– –
-13,302
1515
– –
-11,617
1516
– –
-76,808
1517
– –
-15,369
1518
– –
-5,894
1519
– –
-171,157
1520
– –
-26,241
1521
– –
-3,638
1522
– –
-8,280
1523
– –
-14,887
1524
– –
-21,865
1525
– –
-2,294
59 60
61
62 63