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
351
$1.28M 0.08%
32,554
+4,952
352
$1.28M 0.08%
+24,150
353
$1.28M 0.08%
3,914
+699
354
$1.27M 0.08%
11,049
+4,465
355
$1.27M 0.08%
+12,730
356
$1.27M 0.08%
6,752
-33,463
357
$1.26M 0.08%
37,450
-11,266
358
$1.26M 0.08%
16,027
+5,625
359
$1.26M 0.08%
53,673
-11,676
360
$1.26M 0.08%
9,809
-4,014
361
$1.26M 0.08%
37,626
+10,395
362
$1.26M 0.08%
10,344
+4,943
363
$1.25M 0.08%
38,383
+16,309
364
$1.25M 0.08%
8,300
-3,544
365
$1.25M 0.08%
26,991
+11,491
366
$1.25M 0.08%
+7,414
367
$1.24M 0.08%
44,316
-9,684
368
$1.24M 0.08%
42,847
-19,225
369
$1.23M 0.08%
+35,215
370
$1.23M 0.08%
31,835
-6,386
371
$1.23M 0.07%
124,867
+1,854
372
$1.22M 0.07%
29,180
+4,414
373
$1.22M 0.07%
11,573
+276
374
$1.22M 0.07%
+46,549
375
$1.22M 0.07%
8,582
-4,955
13 14
15
16 17