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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
$1.86B
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 10.44%
5 Healthcare 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1526
– –
-1,233
1527
– –
-10,858
1528
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-17,151
1529
– –
-1,423
1530
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-11,282
1531
– –
-6,752
1532
– –
-4,765
1533
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-4,314
1534
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-20,794
1535
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-20,110
1536
– –
-2,418
1537
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-10,447
1538
– –
-9,997
1539
– –
-20,214
1540
– –
-14,434
1541
– –
-5,503
1542
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-69,894
1543
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-30,884
1544
– –
-24,913
1545
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-28,375
1546
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-14,163
1547
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-9,347
1548
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-62,944
1549
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-10,420
1550
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-42,996
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