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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
1551
– –
-8,575
1552
– –
-983
1553
– –
-17,977
1554
– –
-17,813
1555
– –
-2,763
1556
– –
-10,814
1557
– –
-60,167
1558
– –
-138,830
1559
– –
-10,209
1560
– –
-1,286
1561
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-6,232
1562
– –
-11,769
1563
– –
-30,445
1564
– –
-3,251
1565
– –
-6,509
1566
– –
-9,066
1567
– –
-12,782
1568
– –
-23,071
1569
– –
-3,442
1570
– –
-10,291
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