WG

Winton Group Portfolio holdings

AUM $2.67B
1-Year Est. Return 29.84%
This Quarter Est. Return
1 Year Est. Return
+29.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.64B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
825
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$25.3M
3
+$19.6M
4
INTC icon
Intel
INTC
+$14.1M
5
COKE icon
Coca-Cola Consolidated
COKE
+$12.3M

Top Sells

1
+$18M
2
+$15.1M
3
+$13.1M
4
AVGO icon
Broadcom
AVGO
+$12.1M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$11M

Sector Composition

1 Financials 22.26%
2 Consumer Discretionary 17.14%
3 Technology 13.47%
4 Industrials 12.3%
5 Healthcare 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.43M 0.09%
+31,474
227
$1.43M 0.09%
48,535
+18,330
228
$1.38M 0.08%
+5,272
229
$1.38M 0.08%
56,763
-2,510
230
$1.37M 0.08%
61,356
-14,159
231
$1.37M 0.08%
8,013
-6,803
232
$1.36M 0.08%
21,264
+1,793
233
$1.36M 0.08%
11,654
-268
234
$1.35M 0.08%
23,314
-856
235
$1.34M 0.08%
25,500
236
$1.34M 0.08%
67,723
+3,814
237
$1.34M 0.08%
15,041
+805
238
$1.34M 0.08%
24,258
+322
239
$1.33M 0.08%
7,323
+3,363
240
$1.33M 0.08%
+16,946
241
$1.33M 0.08%
+7,256
242
$1.31M 0.08%
44,581
-1,028
243
$1.31M 0.08%
7,274
+709
244
$1.31M 0.08%
43,148
+32,161
245
$1.3M 0.08%
+10,432
246
$1.3M 0.08%
+36,547
247
$1.29M 0.08%
24,453
+1,169
248
$1.29M 0.08%
9,236
-7,278
249
$1.29M 0.08%
10,902
-251
250
$1.28M 0.08%
+8,559
8 9
10
11 12