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
$1.39B
AUM Growth
-$1.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,625
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$7.81M
3
+$6.17M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$5.09M
5
SF icon
Stifel
SF
+$4.52M

Top Sells

1
+$20M
2
+$14.4M
3
+$14.4M
4
KMB icon
Kimberly-Clark
KMB
+$12M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$11.2M

Sector Composition

1 Financials 16.52%
2 Consumer Discretionary 13.29%
3 Healthcare 12.02%
4 Industrials 11.36%
5 Technology 11.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1601
– –
-4,306
1602
– –
-74,835
1603
– –
-14,837
1604
– –
-59,171
1605
– –
-39,194
1606
– –
-16,512
1607
– –
-134,678
1608
– –
-27,831
1609
– –
-6,100
1610
– –
-20,969
1611
– –
-16,681
1612
– –
-14,915
1613
– –
-5,578
1614
– –
-7,405
1615
– –
-54,142
1616
– –
-20,603
1617
– –
-23,102
1618
– –
-19,501
1619
– –
-1,010
1620
– –
-57,887
1621
– –
-3,046
1622
– –
-142,571
1623
– –
-35,814
61 62 63 64
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