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
1601
– –
-7,512
1602
– –
-41,733
1603
– –
-1,710
1604
– –
-13,477
1605
– –
-24,622
1606
– –
-122,467
1607
– –
-39,087
1608
– –
-3,947
1609
– –
-160,436
1610
– –
-16,425
1611
– –
-19,466
1612
– –
-2,108
1613
– –
-17,416
1614
– –
-41,283
1615
– –
-5,490
1616
– –
-106,555
1617
– –
-15,427
1618
– –
-51,092
1619
– –
-73,368
1620
– –
-14,655
1621
– –
-26,345
1622
– –
-5,202
1623
– –
-68,695
61 62 63 64
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