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
326
$1.1M 0.07%
17,502
-404
327
$1.1M 0.07%
28,084
+7,548
328
$1.1M 0.07%
28,703
+3,840
329
$1.1M 0.07%
+8,606
330
$1.1M 0.07%
41,620
+2,178
331
$1.1M 0.07%
28,897
+11,800
332
$1.1M 0.07%
13,888
+664
333
$1.09M 0.07%
4,591
+1,420
334
$1.09M 0.07%
8,534
+837
335
$1.09M 0.07%
20,044
+5,389
336
$1.09M 0.07%
58,070
+6,222
337
$1.09M 0.07%
+9,060
338
$1.09M 0.07%
32,412
-171,157
339
$1.09M 0.07%
43,037
+8,318
340
$1.09M 0.07%
30,320
-14,979
341
$1.09M 0.07%
+18,749
342
$1.08M 0.07%
24,072
+567
343
$1.08M 0.07%
20,830
-30,086
344
$1.08M 0.07%
84,912
+15,771
345
$1.08M 0.07%
22,642
+3,444
346
$1.08M 0.07%
80,753
+5,675
347
$1.08M 0.07%
8,320
+557
348
$1.08M 0.07%
11,892
+123
349
$1.08M 0.07%
63,581
+5,522
350
$1.07M 0.07%
30,135
+2,129
12 13
14
15 16