WG

Winton Group Portfolio holdings

AUM $2.9B
1-Year Est. Return 27.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.24%
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
1576
– –
-19,876
1577
– –
-36,299
1578
– –
-59,467
1579
– –
-11,422
1580
– –
-35,639
1581
– –
-22,018
1582
– –
-79,679
1583
– –
-10,266
1584
– –
-20,765
1585
– –
-25,641
1586
– –
-52,481
1587
– –
-10,589
1588
– –
-37,323
1589
– –
-24,180
1590
– –
-13,302
1591
– –
-11,617
1592
– –
-76,808
1593
– –
-21,369
1594
– –
-5,894
1595
– –
-171,157
1596
– –
-26,241
1597
– –
-3,638
1598
– –
-62,455
1599
– –
-32,180
1600
– –
-2,276
61 62 63
64
65