WG

Winton Group Portfolio holdings

AUM $2.9B
1-Year Est. Return 27.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.22%
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
+$30.3M
2
+$28.9M
3
+$17.3M
4
VAR
Varian Medical Systems, Inc.
VAR
+$16.2M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$14.5M

Top Sells

1
+$27.9M
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
1626
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-55,847
1627
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-35,414
1628
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-91,632
1629
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-154,068
1630
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-48,344
1631
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-25,383
1632
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-2,865
1633
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-48,414
1634
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-48,058
1635
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-7,895
1636
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-14,329
1637
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-34,877
1638
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-66,154
1639
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-15,377
1640
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-18,512
1641
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-199,395
1642
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-4,180
1643
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-42,547
1644
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-363,022
1645
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-4,268
1646
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-23,784
1647
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-132,154
1648
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-7,962
1649
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-3,519
1650
– –
-56,396
64 65
66
67 68