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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
$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
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 11.41%
5 Technology 11.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1501
– –
-41,733
1502
– –
-1,710
1503
– –
-41,283
1504
– –
-5,490
1505
– –
-39,194
1506
– –
-16,512
1507
– –
-1,010
1508
– –
-29,522
1509
– –
-36,918
1510
– –
-26,828
1511
– –
-10,121
1512
– –
-3,642
1513
– –
-56,749
1514
– –
-26,374
1515
– –
-95,128
1516
– –
-16,612
1517
– –
-79,433
1518
– –
-1,457
1519
– –
-24,032
1520
– –
-13,850
1521
– –
-96,849
1522
– –
-20,413
1523
– –
-11,390
1524
– –
-31,506
1525
– –
-149,445
59 60
61
62 63