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
301
$1.5M 0.09%
39,708
-29,586
302
$1.49M 0.09%
+40,616
303
$1.49M 0.09%
3,151
-1,088
304
$1.49M 0.09%
19,012
+3,562
305
$1.49M 0.09%
7,351
+4,120
306
$1.48M 0.09%
24,868
-549
307
$1.47M 0.09%
37,261
+3,527
308
$1.47M 0.09%
15,611
-2,406
309
$1.46M 0.09%
26,348
+11,149
310
$1.46M 0.09%
+38,941
311
$1.44M 0.09%
39,926
+11,128
312
$1.43M 0.09%
19,142
-5,870
313
$1.42M 0.09%
6,778
+970
314
$1.41M 0.09%
22,712
+5,319
315
$1.41M 0.09%
25,919
+14,294
316
$1.4M 0.09%
60,808
-3,271
317
$1.4M 0.09%
7,852
-162
318
$1.4M 0.09%
94,599
+47,501
319
$1.39M 0.08%
3,603
-2,396
320
$1.39M 0.08%
32,168
+22,110
321
$1.39M 0.08%
123,377
+27,934
322
$1.39M 0.08%
12,353
-2,371
323
$1.38M 0.08%
17,043
+8,306
324
$1.38M 0.08%
18,926
-187
325
$1.38M 0.08%
5,932
+2,009
11 12
13
14 15