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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
$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 11.7%
4 Financials 10.89%
5 Consumer Discretionary 10.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1601
– –
-19,174
1602
– –
-40,228
1603
– –
-58,173
1604
– –
-14,092
1605
– –
-120,961
1606
– –
-16,802
1607
– –
-21,460
1608
– –
-23,479
1609
– –
-8,724
1610
– –
-38,833
1611
– –
-5,678
1612
– –
-27,503
1613
– –
-72,278
1614
– –
-39,373
1615
– –
-305,074
1616
– –
-1,362
1617
– –
-44,879
1618
– –
-15,091
1619
– –
-13,974
1620
– –
-2,559
1621
– –
-31,888
1622
– –
-86,776
1623
– –
-3,243
1624
– –
-34,828
1625
– –
-3,538
62 63 64
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