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
$3.03B
AUM Growth
-$2.79B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$11.2M
3
+$10.8M
4
SWKS icon
Skyworks Solutions
SWKS
+$10.5M
5
GL icon
Globe Life
GL
+$10M

Top Sells

1
+$123M
2
+$61M
3
+$55.9M
4
OMC icon
Omnicom Group
OMC
+$53.5M
5
PGR icon
Progressive
PGR
+$45M

Sector Composition

1 Technology 25.15%
2 Financials 20.21%
3 Consumer Discretionary 14.36%
4 Healthcare 9.77%
5 Industrials 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.55M 0.05%
105,164
+5,226
277
$1.54M 0.05%
+18,171
278
$1.54M 0.05%
+28,052
279
$1.53M 0.05%
14,722
-175,985
280
$1.53M 0.05%
+41,852
281
$1.53M 0.05%
+13,880
282
$1.52M 0.05%
+19,719
283
$1.51M 0.05%
+56,363
284
$1.47M 0.05%
37,338
+18,705
285
$1.46M 0.05%
+27,275
286
$1.44M 0.05%
23,820
-28,596
287
$1.43M 0.05%
12,508
-1,235
288
$1.42M 0.05%
+29,656
289
$1.4M 0.05%
16,965
+9,769
290
$1.4M 0.05%
26,141
-830,899
291
$1.36M 0.05%
37,256
+25,789
292
$1.34M 0.04%
+24,301
293
$1.34M 0.04%
+25,192
294
$1.34M 0.04%
+44,320
295
$1.32M 0.04%
+39,785
296
$1.31M 0.04%
+13,309
297
$1.31M 0.04%
+18,345
298
$1.3M 0.04%
+31,165
299
$1.28M 0.04%
+7,914
300
$1.27M 0.04%
12,381
+8,676
10 11
12
13 14