WG

Winton Group Portfolio holdings

AUM $2.67B
1-Year Est. Return 29.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.08B
AUM Growth
-$799M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,687
New
Increased
Reduced
Closed

Top Buys

1
+$30M
2
+$29.9M
3
+$18M
4
VAR
Varian Medical Systems, Inc.
VAR
+$17.8M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$14.5M

Top Sells

1
+$26.9M
2
+$17M
3
+$11.7M
4
SBAC icon
SBA Communications
SBAC
+$11.6M
5
CZR
Caesars Entertainment Corporation
CZR
+$9.04M

Sector Composition

1 Consumer Discretionary 14.3%
2 Healthcare 13.35%
3 Financials 13.02%
4 Industrials 11.09%
5 Technology 10.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1601
– –
-16,438
1602
– –
-15,085
1603
– –
-12,835
1604
– –
-7,646
1605
– –
-35,346
1606
– –
-3,973
1607
– –
-14,149
1608
– –
-35,170
1609
– –
-153,630
1610
– –
-106,148
1611
– –
-43,813
1612
– –
-103,034
1613
– –
-11,639
1614
– –
-113,042
1615
– –
-57,724
1616
– –
-4,902
1617
– –
-14,868
1618
– –
-129,429
1619
– –
-9,682
1620
– –
-68,553
1621
– –
-37,188
1622
– –
-30,603
1623
– –
-221,208
1624
– –
-63,028
1625
– –
-1,667
63 64
65
66 67