WG

Winton Group Portfolio holdings

AUM $2.9B
1-Year Est. Return 27.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.24%
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
– –
-16,612
1527
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-36,763
1528
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-2,042
1529
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-51,145
1530
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-94,703
1531
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-29,198
1532
– –
-10,322
1533
– –
-10,013
1534
– –
-11,493
1535
– –
-16,883
1536
– –
-20,363
1537
– –
-24,487
1538
– –
-1,110
1539
– –
-32,590
1540
– –
-30,125
1541
– –
-96,849
1542
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-17,211
1543
– –
-17,992
1544
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-44,162
1545
– –
-24,167
1546
– –
-52,525
1547
– –
-17,072
1548
– –
-117,193
1549
– –
-82,249
1550
– –
-16,260
60 61
62
63 64