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
301
$1.46M 0.1%
62,846
-1,811
302
$1.46M 0.1%
20,371
-202
303
$1.44M 0.1%
41,661
-3,227
304
$1.44M 0.09%
18,970
-210,680
305
$1.44M 0.09%
22,713
-29,902
306
$1.43M 0.09%
39,090
+2,721
307
$1.43M 0.09%
14,583
-350
308
$1.43M 0.09%
27,301
-250
309
$1.42M 0.09%
110,222
+29,164
310
$1.41M 0.09%
14,820
-14,139
311
$1.41M 0.09%
32,196
+7,996
312
$1.4M 0.09%
16,872
+4,406
313
$1.39M 0.09%
10,485
-24,018
314
$1.38M 0.09%
33,734
+8,061
315
$1.38M 0.09%
35,024
-15,546
316
$1.38M 0.09%
77,080
-37,830
317
$1.37M 0.09%
34,200
+5,166
318
$1.37M 0.09%
5,750
-1,022
319
$1.37M 0.09%
9,130
+7,036
320
$1.36M 0.09%
38,221
+16,549
321
$1.35M 0.09%
9,124
+615
322
$1.35M 0.09%
+9,559
323
$1.35M 0.09%
22,346
-2,976
324
$1.34M 0.09%
7,300
-362
325
$1.34M 0.09%
+4,333
11 12
13
14 15