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
376
$1.08M 0.07%
3,486
-1,324
377
$1.08M 0.07%
3,215
+1,683
378
$1.08M 0.07%
17,002
-2,094
379
$1.08M 0.07%
4,279
-175
380
$1.08M 0.07%
4,713
-3,253
381
$1.08M 0.07%
12,381
+1,965
382
$1.07M 0.07%
11,348
+512
383
$1.07M 0.07%
31,188
+1,797
384
$1.07M 0.07%
10,276
-5,713
385
$1.07M 0.07%
23,455
+7,633
386
$1.07M 0.07%
91,732
+21,707
387
$1.06M 0.07%
27,602
+464
388
$1.05M 0.07%
11,897
-2,628
389
$1.05M 0.07%
10,731
-4,513
390
$1.05M 0.07%
9,343
+216
391
$1.05M 0.07%
74,815
+3,090
392
$1.05M 0.07%
+13,524
393
$1.04M 0.07%
22,532
+6,377
394
$1.04M 0.07%
14,304
+4,522
395
$1.04M 0.07%
8,659
-465
396
$1.04M 0.07%
3,207
+21
397
$1.03M 0.07%
+20,280
398
$1.03M 0.07%
14,626
-391
399
$1.03M 0.07%
5,732
-398
400
$1.03M 0.07%
22,416
+9,375
14 15
16
17 18