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
1526
– –
-1,851
1527
– –
-101,054
1528
– –
-4,092
1529
– –
-22,205
1530
– –
-20,407
1531
– –
-6,608
1532
– –
-2,489
1533
– –
-18,217
1534
– –
-10,254
1535
– –
-31,477
1536
– –
-118,704
1537
– –
-32,180
1538
– –
-57,615
1539
– –
-26,981
1540
– –
-2,276
1541
– –
-6,794
1542
– –
-87,169
1543
– –
-14,172
1544
– –
-11,769
1545
– –
-54,050
1546
– –
-14,621
1547
– –
-6,963
1548
– –
-5,258
1549
– –
-21,903
1550
– –
-51,092
60 61
62
63 64