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
$3.79B
AUM Growth
-$3.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,635
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$19.4M
3
+$18.8M
4
TJX icon
TJX Companies
TJX
+$18.2M
5
ODFL icon
Old Dominion Freight Line
ODFL
+$15.4M

Top Sells

1
+$29.4M
2
+$25M
3
+$24.3M
4
AXP icon
American Express
AXP
+$22.7M
5
ROK icon
Rockwell Automation
ROK
+$21.3M

Sector Composition

1 Real Estate 14.52%
2 Technology 12.48%
3 Industrials 11.69%
4 Financials 10.89%
5 Consumer Discretionary 10.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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1588
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1589
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1590
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1591
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1592
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1594
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1595
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1596
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-109,803
1597
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1598
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1599
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-23,489
1600
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-35,819
62 63
64
65 66