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
$1.65B
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
BK icon
Bank of New York Mellon
BK
+$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
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-5,843
1527
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-64,401
1528
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1529
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-8,229
1530
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-85,550
1531
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-8,274
1532
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-10,691
1533
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-25,688
1534
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-76,059
1535
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-2,911
1536
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-17,462
1537
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-11,487
1538
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-1,210
1539
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-7,788
1540
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-20,019
1541
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-20,703
1542
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-26,252
1543
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-9,857
1544
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-13,817
1545
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-5,567
1546
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-39,488
1547
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-1,689
1548
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-2,348
1549
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-18,139
1550
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-33,395
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