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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
1526
– –
-23,571
1527
– –
-24,591
1528
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-1,375
1529
– –
-31,625
1530
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-7,644
1531
– –
-3,478
1532
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-35,992
1533
– –
-9,424
1534
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-32,854
1535
– –
-1,405
1536
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-21,060
1537
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-16,898
1538
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-13,159
1539
– –
-44,089
1540
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-36,763
1541
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-17,188
1542
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-51,145
1543
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-94,703
1544
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-13,281
1545
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1546
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-97,069
1547
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-24,072
1548
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-24,540
1549
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-50,050
1550
– –
-65,167
60 61
62
63 64