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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
$1.65B
AUM Growth
-$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,572
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$12M
3
+$11.9M
4
DKS icon
Dick's Sporting Goods
DKS
+$11.6M
5
OLN icon
Olin
OLN
+$10.8M

Top Sells

1
+$15M
2
+$13.5M
3
+$12.8M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$11.7M
5
BNY
Bank of New York Mellon
BNY
+$11.7M

Sector Composition

1 Financials 20.53%
2 Technology 13.35%
3 Consumer Discretionary 12.32%
4 Industrials 11.44%
5 Healthcare 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1501
– –
-62,869
1502
– –
-48,422
1503
– –
-27,764
1504
– –
-15,303
1505
– –
-11,836
1506
– –
-20,806
1507
– –
-11,809
1508
– –
-53,121
1509
– –
-725,720
1510
– –
-23,555
1511
– –
-15,906
1512
– –
-57,933
1513
– –
-17,782
1514
– –
-15,434
1515
– –
-22,607
1516
– –
-124,092
1517
– –
-15,682
1518
– –
-12,199
1519
– –
-4,260
1520
– –
-47,799
1521
– –
-8,519
1522
– –
-22,574
1523
– –
-11,508
1524
– –
-15,763
1525
– –
-125,332
59 60
61
62 63