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
401
$357K 0.01%
+15,557
402
$357K 0.01%
+28,617
403
$356K 0.01%
7,386
+100
404
$356K 0.01%
+9,648
405
$355K 0.01%
6,150
-328,565
406
$355K 0.01%
+3,844
407
$354K 0.01%
12,627
+175
408
$352K 0.01%
2,636
-24,890
409
$351K 0.01%
+9,540
410
$350K 0.01%
+13,401
411
$350K 0.01%
+14,896
412
$345K 0.01%
7,287
+117
413
$339K 0.01%
6,090
-285,841
414
$333K 0.01%
15,038
-16,444
415
$330K 0.01%
+3,501
416
$329K 0.01%
+20,412
417
$324K 0.01%
+5,539
418
$306K 0.01%
9,542
+129
419
$306K 0.01%
+8,298
420
$294K 0.01%
3,492
-322,202
421
$294K 0.01%
9,138
-557,350
422
$287K 0.01%
2,036
-124,135
423
$281K 0.01%
9,074
-192,390
424
$263K 0.01%
6,355
-1,037,487
425
$256K 0.01%
+3,797
15 16
17
18 19