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
251
$1.71M 0.1%
14,619
-36
252
$1.7M 0.1%
29,231
+5,776
253
$1.7M 0.1%
8,876
+4,014
254
$1.7M 0.1%
26,950
+12,549
255
$1.69M 0.1%
34,613
+12,267
256
$1.69M 0.1%
25,350
257
$1.69M 0.1%
+15,339
258
$1.69M 0.1%
38,165
-2,290
259
$1.68M 0.1%
13,802
+1,623
260
$1.67M 0.1%
48,638
+39,826
261
$1.67M 0.1%
5,855
-3,239
262
$1.67M 0.1%
42,257
+1,664
263
$1.67M 0.1%
18,560
-4,594
264
$1.66M 0.1%
55,075
+6,179
265
$1.65M 0.1%
19,065
-3,395
266
$1.65M 0.1%
39,208
+13,636
267
$1.64M 0.1%
25,624
-6,907
268
$1.64M 0.1%
21,513
-5,788
269
$1.64M 0.1%
8,970
+1,841
270
$1.63M 0.1%
23,732
+10,208
271
$1.63M 0.1%
44,474
+2,813
272
$1.63M 0.1%
69,988
+17,249
273
$1.63M 0.1%
13,379
-358
274
$1.62M 0.1%
17,576
-23,690
275
$1.6M 0.1%
27,672
-4,994
9 10
11
12 13