WG

Winton Group Portfolio holdings

AUM $1.96B
1-Year Est. Return 30.2%
This Quarter Est. Return
1 Year Est. Return
+30.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.52B
AUM Growth
-$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,083
New
Increased
Reduced
Closed

Top Buys

1
+$43.4M
2
+$19.4M
3
+$13.3M
4
AFL icon
Aflac
AFL
+$12.1M
5
QRVO icon
Qorvo
QRVO
+$11.2M

Top Sells

1
+$28.2M
2
+$16.7M
3
+$16M
4
NLSN
Nielsen Holdings plc
NLSN
+$15.6M
5
SCHW icon
Charles Schwab
SCHW
+$14M

Sector Composition

1 Financials 20.15%
2 Technology 12.45%
3 Healthcare 11.94%
4 Industrials 11.35%
5 Consumer Discretionary 10.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.81M 0.12%
23,154
+641
227
$1.81M 0.12%
73,892
-140,578
228
$1.81M 0.12%
31,022
-3,778
229
$1.8M 0.12%
35,190
-6,780
230
$1.8M 0.12%
61,556
+38,291
231
$1.79M 0.12%
21,740
+5,095
232
$1.79M 0.12%
27,262
+3,274
233
$1.78M 0.12%
21,318
+589
234
$1.78M 0.12%
39,012
-16,406
235
$1.77M 0.12%
19,505
+4,005
236
$1.77M 0.12%
32,531
-3,939
237
$1.73M 0.11%
25,350
238
$1.73M 0.11%
55,954
-99,480
239
$1.72M 0.11%
+13,273
240
$1.71M 0.11%
37,456
+7,696
241
$1.71M 0.11%
17,720
-1,811
242
$1.7M 0.11%
14,299
-9,575
243
$1.7M 0.11%
22,745
+7,902
244
$1.69M 0.11%
23,881
+6,979
245
$1.68M 0.11%
37,997
+3,231
246
$1.67M 0.11%
+12,897
247
$1.67M 0.11%
70,029
+23,841
248
$1.67M 0.11%
39,708
-39,695
249
$1.66M 0.11%
95,429
+73,234
250
$1.66M 0.11%
6,942
-643
8 9
10
11 12