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
401
$1.02M 0.07%
34,257
-9,990
402
$1.02M 0.07%
13,690
+378
403
$1.02M 0.07%
74,174
+40,625
404
$1.01M 0.07%
26,461
+14,936
405
$1M 0.07%
8,225
-22,874
406
$1M 0.07%
94,036
+11,544
407
$997K 0.07%
+62,097
408
$996K 0.07%
48,238
+8,555
409
$995K 0.07%
36,562
+9,475
410
$994K 0.07%
33,688
+3,360
411
$986K 0.07%
52,049
-17,261
412
$985K 0.06%
3,768
-642
413
$984K 0.06%
24,766
+9,644
414
$983K 0.06%
21,585
+7,091
415
$974K 0.06%
10,000
+2,402
416
$969K 0.06%
44,933
-34,706
417
$965K 0.06%
12,506
-1,456
418
$959K 0.06%
3,923
-5,309
419
$957K 0.06%
4,849
+2,229
420
$956K 0.06%
35,062
-4,714
421
$955K 0.06%
22,137
-4,412
422
$954K 0.06%
2,010
-122
423
$947K 0.06%
103,042
-27,684
424
$944K 0.06%
15,017
+2,439
425
$944K 0.06%
12,647
-2,238
15 16
17
18 19