WG

Winton Group Portfolio holdings

AUM $2.67B
1-Year Est. Return 29.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.84%
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
+$12.9M
2
+$7.81M
3
+$6.17M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$5.09M
5
SF icon
Stifel
SF
+$4.52M

Top Sells

1
+$20M
2
+$14.4M
3
+$14.4M
4
KMB icon
Kimberly-Clark
KMB
+$12M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$11.2M

Sector Composition

1 Financials 16.52%
2 Consumer Discretionary 13.29%
3 Healthcare 12.02%
4 Industrials 11.36%
5 Technology 11.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1501
– –
-6,135
1502
– –
-24,540
1503
– –
-50,050
1504
– –
-18,701
1505
– –
-8,423
1506
– –
-8,298
1507
– –
-10,169
1508
– –
-32,070
1509
– –
-12,033
1510
– –
0
1511
– –
-7,713
1512
– –
-25,733
1513
– –
-5,189
1514
– –
-16,598
1515
– –
-7,374
1516
– –
-7,100
1517
– –
-65,167
1518
– –
-37,886
1519
– –
-22,018
1520
– –
-79,679
1521
– –
-10,266
1522
– –
-20,765
1523
– –
-25,641
1524
– –
-8,145
1525
– –
-52,481
59 60
61
62 63