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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
$1.39B
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
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 11.41%
5 Technology 11.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
– –
-37,886
1552
– –
-29,775
1553
– –
-19,876
1554
– –
-25,005
1555
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-76,808
1556
– –
-171,157
1557
– –
-144,374
1558
– –
-29,198
1559
– –
-25,599
1560
– –
-16,378
1561
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-11,287
1562
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-43,887
1563
– –
-13,477
1564
– –
-24,622
1565
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-87,169
1566
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-122,467
1567
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-39,087
1568
– –
-11,769
1569
– –
-1,110
1570
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-32,590
1571
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-25,187
1572
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-14,621
1573
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-3,947
1574
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-160,436
1575
– –
-16,425
61 62
63
64 65