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
$2.67B
AUM Growth
+$714M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,096
New
Increased
Reduced
Closed

Top Buys

1
+$104M
2
+$19M
3
+$18.3M
4
BA icon
Boeing
BA
+$17.5M
5
INCY icon
Incyte
INCY
+$16.9M

Top Sells

1
+$16.7M
2
+$11.5M
3
+$11.3M
4
GS icon
Goldman Sachs
GS
+$10.4M
5
WDC icon
Western Digital
WDC
+$10.4M

Sector Composition

1 Financials 17.39%
2 Technology 15.86%
3 Industrials 13.11%
4 Consumer Discretionary 12.91%
5 Healthcare 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4.89M 0.18%
198,710
+70,417
177
$4.87M 0.18%
+45,512
178
$4.78M 0.18%
+29,382
179
$4.72M 0.18%
56,200
+30,421
180
$4.7M 0.18%
30,611
+25,485
181
$4.64M 0.17%
+254,276
182
$4.6M 0.17%
+108,681
183
$4.58M 0.17%
364,547
+9,423
184
$4.57M 0.17%
+65,270
185
$4.55M 0.17%
+25,900
186
$4.52M 0.17%
125,000
+113,951
187
$4.5M 0.17%
+148,870
188
$4.46M 0.17%
14,153
+7,226
189
$4.43M 0.17%
83,373
-57,713
190
$4.42M 0.17%
24,900
+16,931
191
$4.39M 0.16%
+104,915
192
$4.32M 0.16%
101,476
+23,769
193
$4.3M 0.16%
38,289
-40,824
194
$4.27M 0.16%
+86,984
195
$4.15M 0.16%
73,173
+59,415
196
$4.14M 0.16%
+63,925
197
$4.06M 0.15%
+154,320
198
$4.06M 0.15%
+114,696
199
$3.97M 0.15%
+56,817
200
$3.94M 0.15%
16,696
-36,956
6 7
8
9 10