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
276
$1.6M 0.1%
31,815
+11,259
277
$1.6M 0.1%
10,315
+3,990
278
$1.58M 0.1%
204,609
+181,971
279
$1.58M 0.1%
11,104
+6,403
280
$1.58M 0.1%
+31,321
281
$1.58M 0.1%
2,648
-516
282
$1.57M 0.1%
7,751
+2,902
283
$1.56M 0.1%
+11,561
284
$1.56M 0.09%
17,589
-19,264
285
$1.55M 0.09%
7,399
+1,667
286
$1.54M 0.09%
45,072
+10,048
287
$1.54M 0.09%
26,659
+5,341
288
$1.54M 0.09%
36,320
+9,859
289
$1.53M 0.09%
19,208
+9,069
290
$1.52M 0.09%
+27,061
291
$1.52M 0.09%
6,664
+4,900
292
$1.52M 0.09%
3,134
-8,628
293
$1.52M 0.09%
30,368
-20,374
294
$1.52M 0.09%
41,594
-5,225
295
$1.51M 0.09%
15,886
-2,861
296
$1.5M 0.09%
15,383
+5,268
297
$1.5M 0.09%
30,503
-5,168
298
$1.5M 0.09%
11,491
-2,578
299
$1.5M 0.09%
42,451
+1,767
300
$1.5M 0.09%
5,207
+874
10 11
12
13 14