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
276
$1.56M 0.1%
15,745
+976
277
$1.56M 0.1%
14,758
-1,075
278
$1.55M 0.1%
12,078
+6,198
279
$1.55M 0.1%
+9,714
280
$1.55M 0.1%
20,080
+13,604
281
$1.53M 0.1%
50,615
-724
282
$1.53M 0.1%
25,417
-5,393
283
$1.53M 0.1%
8,764
+549
284
$1.53M 0.1%
+40,455
285
$1.51M 0.1%
31,442
-1,526
286
$1.51M 0.1%
11,297
+3,865
287
$1.51M 0.1%
29,674
+13,318
288
$1.51M 0.1%
135,260
+113,495
289
$1.5M 0.1%
6,813
-16,622
290
$1.5M 0.1%
43,036
+3,241
291
$1.5M 0.1%
40,593
-2,554
292
$1.49M 0.1%
39,114
+10,698
293
$1.49M 0.1%
40,684
-216,902
294
$1.48M 0.1%
11,452
-5,180
295
$1.48M 0.1%
124,480
+49,524
296
$1.48M 0.1%
54,000
-68,781
297
$1.48M 0.1%
19,023
-544
298
$1.47M 0.1%
18,017
-14,902
299
$1.47M 0.1%
19,705
-62,751
300
$1.47M 0.1%
6,244
-2,956
10 11
12
13 14