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
$1.64B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,102
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$13.5M
3
+$13.3M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$12.9M
5
CTRA icon
Coterra Energy
CTRA
+$12.7M

Top Sells

1
+$41.1M
2
+$23.6M
3
+$18.7M
4
QRVO icon
Qorvo
QRVO
+$12.5M
5
AFL icon
Aflac
AFL
+$10.6M

Sector Composition

1 Financials 19.66%
2 Technology 16.53%
3 Consumer Discretionary 13.67%
4 Industrials 9.5%
5 Healthcare 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.93M 0.12%
37,115
+5,088
227
$1.92M 0.12%
23,791
+13,018
228
$1.91M 0.12%
9,688
-9,762
229
$1.91M 0.12%
31,257
-2,825
230
$1.9M 0.12%
+4,754
231
$1.88M 0.11%
66,690
+5,134
232
$1.88M 0.11%
35,210
+20
233
$1.88M 0.11%
21,166
-116,274
234
$1.86M 0.11%
5,203
-299
235
$1.85M 0.11%
+2,566
236
$1.84M 0.11%
14,858
+9,258
237
$1.83M 0.11%
11,426
+8,297
238
$1.83M 0.11%
21,586
+1,215
239
$1.82M 0.11%
7,851
+239
240
$1.81M 0.11%
59,064
+16,668
241
$1.8M 0.11%
8,914
-3,164
242
$1.8M 0.11%
102,793
+52,624
243
$1.78M 0.11%
+5,820
244
$1.78M 0.11%
64,893
+6,257
245
$1.78M 0.11%
26,740
-522
246
$1.77M 0.11%
18,266
+2,406
247
$1.76M 0.11%
13,822
+7,461
248
$1.74M 0.11%
29,023
+3,713
249
$1.72M 0.11%
+8,615
250
$1.72M 0.1%
17,357
+2,774
8 9
10
11 12