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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
1551
– –
-17,921
1552
– –
-4,618
1553
– –
-1,761
1554
– –
-16,069
1555
– –
-2,733
1556
– –
-12,556
1557
– –
-19,458
1558
– –
-16,918
1559
– –
-151,017
1560
– –
-9,104
1561
– –
-2,996
1562
– –
-8,551
1563
– –
-4,664
1564
– –
-3,208
1565
– –
-8,891
1566
– –
-3,164
1567
– –
-479
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