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
326
$1.33M 0.09%
52,739
-4,903
327
$1.33M 0.09%
116,713
-8,998
328
$1.32M 0.09%
11,476
+530
329
$1.32M 0.09%
42,603
-18,185
330
$1.32M 0.09%
+12,836
331
$1.32M 0.09%
37,112
+25,615
332
$1.31M 0.09%
51,038
+3,008
333
$1.31M 0.09%
11,525
-2,080
334
$1.31M 0.09%
20,180
+8,191
335
$1.3M 0.09%
15,450
-4,820
336
$1.3M 0.09%
20,556
+8,823
337
$1.29M 0.09%
8,014
-1,920
338
$1.29M 0.08%
15,860
+7,449
339
$1.29M 0.08%
7,129
-1,737
340
$1.29M 0.08%
19,113
+2,083
341
$1.28M 0.08%
37,540
-898
342
$1.27M 0.08%
22,426
-1,954
343
$1.27M 0.08%
7,256
-11,139
344
$1.27M 0.08%
35,282
+5,016
345
$1.26M 0.08%
95,443
+4,030
346
$1.26M 0.08%
25,310
+17,402
347
$1.26M 0.08%
31,207
-13,522
348
$1.26M 0.08%
29,706
-239
349
$1.25M 0.08%
14,315
-3,003
350
$1.25M 0.08%
20,131
+4,094
12 13
14
15 16