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
376
$1.05M 0.06%
16,866
+1,735
377
$1.05M 0.06%
6,080
+1,969
378
$1.05M 0.06%
20,762
+260
379
$1.05M 0.06%
12,543
-178
380
$1.05M 0.06%
76,547
+10,042
381
$1.05M 0.06%
18,062
+2,344
382
$1.05M 0.06%
187,316
+3,360
383
$1.05M 0.06%
39,428
+17,349
384
$1.05M 0.06%
+14,057
385
$1.05M 0.06%
14,392
-1,577
386
$1.05M 0.06%
27,495
+1,897
387
$1.05M 0.06%
9,347
-87,079
388
$1.05M 0.06%
8,344
+4,428
389
$1.04M 0.06%
13,421
-683
390
$1.04M 0.06%
56,608
+18,820
391
$1.04M 0.06%
73,421
+18,612
392
$1.04M 0.06%
16,954
+729
393
$1.04M 0.06%
17,199
-86,968
394
$1.04M 0.06%
22,168
+1,174
395
$1.03M 0.06%
102,560
-2,364
396
$1.03M 0.06%
104,332
+24,444
397
$1.03M 0.06%
+52,240
398
$1.03M 0.06%
17,334
+719
399
$1.03M 0.06%
19,947
+4,260
400
$1.03M 0.06%
97,650
-2,187
14 15
16
17 18