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
$1.39B
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 icon
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 11.39%
5 Technology 11.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
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-22,877
1552
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-14,837
1553
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1554
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1555
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1556
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-51,144
1557
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-14,915
1558
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-5,578
1559
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-57,887
1560
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-3,046
1561
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-142,571
1562
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-35,814
1563
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-26,680
1564
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-29,522
1565
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-32,465
1566
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-27,687
1567
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-12,841
1568
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-811
1569
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-115,734
1570
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-7,644
1571
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-31,625
1572
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-36,918
1573
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-15,257
1574
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-3,478
1575
– –
-35,992
61 62
63
64 65