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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
$1.65B
AUM Growth
-$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,572
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$12M
3
+$11.9M
4
DKS icon
Dick's Sporting Goods
DKS
+$11.6M
5
OLN icon
Olin
OLN
+$10.8M

Top Sells

1
+$15M
2
+$13.5M
3
+$12.8M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$11.7M
5
BNY
Bank of New York Mellon
BNY
+$11.7M

Sector Composition

1 Financials 20.53%
2 Technology 13.35%
3 Consumer Discretionary 12.32%
4 Industrials 11.44%
5 Healthcare 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1526
– –
-46,098
1527
– –
-11,986
1528
– –
-5,348
1529
– –
-6,484
1530
– –
-13,047
1531
– –
-70,707
1532
– –
-55,277
1533
– –
-24,063
1534
– –
-11,577
1535
– –
-9,681
1536
– –
-7,209
1537
– –
-32,184
1538
– –
-8,342
1539
– –
-6,552
1540
– –
-6,716
1541
– –
-9,494
1542
– –
-1,606
1543
– –
-7,514
1544
– –
-29,647
1545
– –
-79,577
1546
– –
-11,331
1547
– –
-11,216
1548
– –
-74,089
1549
– –
-21,124
1550
– –
-367,816
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