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
301
$1.14M 0.07%
6,465
+349
302
$1.14M 0.07%
21,746
+3,792
303
$1.14M 0.07%
75,734
+26,111
304
$1.13M 0.07%
41,959
-967
305
$1.13M 0.07%
5,741
+941
306
$1.13M 0.07%
74,493
+1,432
307
$1.13M 0.07%
7,411
-15,250
308
$1.13M 0.07%
4,632
+2,893
309
$1.13M 0.07%
83,307
+31,377
310
$1.13M 0.07%
3,907
-19,971
311
$1.13M 0.07%
8,521
-45,911
312
$1.13M 0.07%
333,877
+157,192
313
$1.12M 0.07%
17,512
+2,208
314
$1.12M 0.07%
21,367
-492
315
$1.12M 0.07%
6,569
-1,004
316
$1.12M 0.07%
122,098
+3,068
317
$1.12M 0.07%
9,595
+7,156
318
$1.11M 0.07%
13,497
-410
319
$1.11M 0.07%
13,281
-306
320
$1.11M 0.07%
+8,374
321
$1.11M 0.07%
12,583
+2,268
322
$1.11M 0.07%
+27,803
323
$1.11M 0.07%
13,791
+1,090
324
$1.11M 0.07%
45,219
-1,042
325
$1.1M 0.07%
67,582
-7,385
11 12
13
14 15