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
251
$1.66M 0.11%
18,747
-1,311
252
$1.65M 0.11%
41,057
+9,175
253
$1.65M 0.11%
14,655
+975
254
$1.65M 0.11%
14,724
-9,320
255
$1.64M 0.11%
54,311
-13,254
256
$1.64M 0.11%
48,896
-6,783
257
$1.64M 0.11%
58,636
+10,563
258
$1.63M 0.11%
13,537
-8,132
259
$1.63M 0.11%
11,223
-62,258
260
$1.62M 0.11%
14,455
+722
261
$1.62M 0.11%
37,360
-2,835
262
$1.62M 0.11%
12,179
-789
263
$1.61M 0.11%
59,640
-15,573
264
$1.61M 0.11%
56,220
+11,069
265
$1.61M 0.11%
40,895
+9,734
266
$1.6M 0.11%
11,463
-1,213
267
$1.6M 0.11%
6,946
+2,458
268
$1.59M 0.1%
13,068
+1,059
269
$1.58M 0.1%
54,801
-507
270
$1.58M 0.1%
48,716
+6,821
271
$1.58M 0.1%
123,013
+4,954
272
$1.58M 0.1%
36,697
+276
273
$1.57M 0.1%
16,916
-4,817
274
$1.56M 0.1%
32,286
-1,872
275
$1.56M 0.1%
13,737
-939
9 10
11
12 13