WG

Winton Group Portfolio holdings

AUM $2.67B
1-Year Est. Return 29.84%
This Quarter Est. Return
1 Year Est. Return
+29.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.64B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
825
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$25.3M
3
+$19.6M
4
INTC icon
Intel
INTC
+$14.1M
5
COKE icon
Coca-Cola Consolidated
COKE
+$12.3M

Top Sells

1
+$18M
2
+$15.1M
3
+$13.1M
4
AVGO icon
Broadcom
AVGO
+$12.1M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$11M

Sector Composition

1 Financials 22.26%
2 Consumer Discretionary 17.14%
3 Technology 13.47%
4 Industrials 12.3%
5 Healthcare 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.19M 0.07%
6,351
+529
277
$1.19M 0.07%
52,647
-1,214
278
$1.19M 0.07%
142,716
-3,290
279
$1.19M 0.07%
302,277
-60,628
280
$1.18M 0.07%
+5,750
281
$1.17M 0.07%
29,420
+6,503
282
$1.17M 0.07%
28,572
+2,157
283
$1.17M 0.07%
+79,160
284
$1.17M 0.07%
53,993
+1,199
285
$1.17M 0.07%
23,271
-536
286
$1.17M 0.07%
52,176
+6,878
287
$1.16M 0.07%
15,351
-8
288
$1.16M 0.07%
+26,399
289
$1.16M 0.07%
23,967
+130
290
$1.16M 0.07%
65,874
-20,757
291
$1.16M 0.07%
14,380
+405
292
$1.16M 0.07%
+69,385
293
$1.15M 0.07%
15,446
-356
294
$1.15M 0.07%
161,676
+3,119
295
$1.14M 0.07%
33,153
+1,406
296
$1.14M 0.07%
55,340
+2,631
297
$1.14M 0.07%
103,056
+27,682
298
$1.14M 0.07%
18,087
-417
299
$1.14M 0.07%
16,495
-380
300
$1.14M 0.07%
6,672
+2,132
10 11
12
13 14