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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
1601
– –
-3,046
1602
– –
-15,257
1603
– –
-46,901
1604
– –
-45,160
1605
– –
-16,559
1606
– –
-47,559
1607
– –
-6,135
1608
– –
-18,701
1609
– –
-8,423
1610
– –
-8,298
1611
– –
-32,070
1612
– –
-12,033
1613
– –
0
1614
– –
-7,713
1615
– –
-25,733
1616
– –
-5,189
1617
– –
-7,374
1618
– –
-7,100
1619
– –
-36,299
1620
– –
-59,467
1621
– –
-35,639
1622
– –
-22,018
1623
– –
-79,679
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