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
$1.86B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,569
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$12.8M
3
+$11.6M
4
NVDA icon
NVIDIA
NVDA
+$10.5M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$9.02M

Top Sells

1
+$34.4M
2
+$28.2M
3
+$24.1M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$14.7M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$12.9M

Sector Composition

1 Financials 17.09%
2 Technology 11.66%
3 Consumer Discretionary 10.74%
4 Industrials 10.41%
5 Healthcare 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1526
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-2,827
1527
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1528
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1529
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1530
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1531
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1532
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-1,423
1533
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1534
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-6,752
1535
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-4,765
1536
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-4,314
1537
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-3,723
1538
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-9,397
1539
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-20,794
1540
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-20,110
1541
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1542
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-10,447
1543
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-69,894
1544
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1545
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1546
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-28,375
1547
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-14,163
1548
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-9,347
1549
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-62,944
1550
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-10,420
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