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
$3.03B
AUM Growth
-$2.79B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$11.2M
3
+$10.8M
4
SWKS icon
Skyworks Solutions
SWKS
+$10.5M
5
GL icon
Globe Life
GL
+$10M

Top Sells

1
+$123M
2
+$61M
3
+$55.9M
4
OMC icon
Omnicom Group
OMC
+$53.5M
5
PGR icon
Progressive
PGR
+$45M

Sector Composition

1 Technology 25.15%
2 Financials 20.21%
3 Consumer Discretionary 14.36%
4 Healthcare 9.77%
5 Industrials 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$434K 0.01%
+14,607
377
$433K 0.01%
7,737
+128
378
$420K 0.01%
+22,816
379
$417K 0.01%
+5,296
380
$415K 0.01%
27,360
-279,210
381
$411K 0.01%
9,208
+182
382
$411K 0.01%
+3,963
383
$410K 0.01%
11,526
+155
384
$410K 0.01%
+4,191
385
$401K 0.01%
+10,712
386
$398K 0.01%
+26,843
387
$398K 0.01%
14,182
-702,619
388
$397K 0.01%
+14,128
389
$386K 0.01%
6,990
-2,839
390
$379K 0.01%
10,256
+170
391
$379K 0.01%
+8,832
392
$375K 0.01%
1,323
-6,001
393
$374K 0.01%
+2,202
394
$374K 0.01%
+6,352
395
$373K 0.01%
+24,062
396
$370K 0.01%
+7,373
397
$367K 0.01%
3,446
-12,831
398
$364K 0.01%
16,338
+308
399
$359K 0.01%
+14,122
400
$359K 0.01%
+3,234
14 15
16
17 18