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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
1576
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-4,581
1577
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-26,125
1578
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-30,125
1579
– –
-23,000
1580
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-10,493
1581
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-16,240
1582
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-5,907
1583
– –
-52,525
1584
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-5,202
1585
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-68,695
1586
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-4,306
1587
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-74,835
1588
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-20,234
1589
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-39,195
1590
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-74,697
1591
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-97,592
1592
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-134,678
1593
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-27,831
1594
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-7,405
1595
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-54,142
1596
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-124,513
1597
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-2,294
1598
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-6,794
1599
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-14,172
1600
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-57,887
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