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
201
$3.87M 0.14%
+238,433
202
$3.87M 0.14%
+5,391
203
$3.82M 0.14%
23,544
+8,856
204
$3.78M 0.14%
+5,542
205
$3.73M 0.14%
18,790
+9,790
206
$3.7M 0.14%
+61,307
207
$3.7M 0.14%
78,627
+2,157
208
$3.66M 0.14%
17,203
-7,542
209
$3.6M 0.13%
215,096
+136,820
210
$3.56M 0.13%
131,299
-50,631
211
$3.56M 0.13%
+276,948
212
$3.55M 0.13%
42,440
+34,314
213
$3.54M 0.13%
138,900
+36,000
214
$3.48M 0.13%
+11,600
215
$3.47M 0.13%
129,106
-9,302
216
$3.45M 0.13%
301,935
+183,754
217
$3.43M 0.13%
77,054
-61,107
218
$3.42M 0.13%
20,241
+11,741
219
$3.41M 0.13%
+87,009
220
$3.4M 0.13%
26,130
+18,342
221
$3.39M 0.13%
+65,884
222
$3.38M 0.13%
+17,810
223
$3.36M 0.13%
+95,200
224
$3.35M 0.13%
+553,557
225
$3.35M 0.13%
34,667
+17,552
7 8
9
10 11