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
351
$1.24M 0.08%
12,638
+894
352
$1.22M 0.08%
64,079
+18,715
353
$1.22M 0.08%
22,074
+5,350
354
$1.2M 0.08%
27,231
-5,105
355
$1.19M 0.08%
37,676
+20,891
356
$1.19M 0.08%
7,604
-10,475
357
$1.19M 0.08%
25,291
+6,990
358
$1.19M 0.08%
14,985
+2,390
359
$1.17M 0.08%
12,588
+1,379
360
$1.17M 0.08%
7,060
-3,996
361
$1.16M 0.08%
47,748
+1,340
362
$1.16M 0.08%
3,952
-241
363
$1.16M 0.08%
18,604
-83
364
$1.16M 0.08%
9,003
-785
365
$1.16M 0.08%
33,940
-9,505
366
$1.16M 0.08%
42,396
+20,421
367
$1.15M 0.08%
4,511
-4,505
368
$1.14M 0.08%
91,995
+401
369
$1.13M 0.07%
214,238
-1,668
370
$1.12M 0.07%
49,761
+16,436
371
$1.1M 0.07%
77,569
-2,356
372
$1.09M 0.07%
24,185
+1,484
373
$1.09M 0.07%
9,264
+2,214
374
$1.09M 0.07%
13,061
-168,129
375
$1.08M 0.07%
20,772
+14,040
13 14
15
16 17