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
376
$1.22M 0.07%
5,625
-8,716
377
$1.22M 0.07%
+25,960
378
$1.22M 0.07%
17,025
+2,774
379
$1.21M 0.07%
33,595
+14,637
380
$1.21M 0.07%
+6,246
381
$1.19M 0.07%
10,904
-621
382
$1.19M 0.07%
69,715
+22,446
383
$1.18M 0.07%
+85,206
384
$1.18M 0.07%
120,687
+28,955
385
$1.18M 0.07%
12,330
+982
386
$1.17M 0.07%
56,756
+1,955
387
$1.17M 0.07%
+8,427
388
$1.17M 0.07%
29,955
+249
389
$1.16M 0.07%
12,908
-1,407
390
$1.16M 0.07%
10,196
+1,400
391
$1.16M 0.07%
34,803
-479
392
$1.15M 0.07%
7,518
-3,256
393
$1.15M 0.07%
40,940
+5,878
394
$1.15M 0.07%
52,825
+2,210
395
$1.14M 0.07%
73,877
-21,552
396
$1.14M 0.07%
+26,443
397
$1.14M 0.07%
12,860
-4,056
398
$1.14M 0.07%
61,901
-15,179
399
$1.14M 0.07%
+30,327
400
$1.14M 0.07%
19,598
-15,138
14 15
16
17 18