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
351
$1.07M 0.07%
20,071
+4,753
352
$1.07M 0.07%
26,221
+12,021
353
$1.07M 0.07%
13,224
+1,634
354
$1.07M 0.07%
11,654
+604
355
$1.07M 0.07%
35,781
+7,690
356
$1.07M 0.07%
+25,872
357
$1.07M 0.07%
6,473
+449
358
$1.07M 0.07%
50,990
+2,802
359
$1.07M 0.07%
35,126
+1,725
360
$1.07M 0.07%
50,879
+2,184
361
$1.07M 0.07%
47,448
+11,137
362
$1.07M 0.06%
8,468
-122
363
$1.07M 0.06%
6,499
+1,537
364
$1.07M 0.06%
+44,675
365
$1.06M 0.06%
9,798
-1,521
366
$1.06M 0.06%
33,575
+1,970
367
$1.06M 0.06%
129,445
+54,645
368
$1.06M 0.06%
15,325
-108,126
369
$1.06M 0.06%
21,217
+1,477
370
$1.06M 0.06%
27,044
+2,435
371
$1.06M 0.06%
49,595
+6,174
372
$1.06M 0.06%
6,632
+655
373
$1.06M 0.06%
10,848
+899
374
$1.06M 0.06%
27,331
+13,298
375
$1.05M 0.06%
30,590
+1,342
13 14
15
16 17