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
401
$1.03M 0.06%
101,992
+9,466
402
$1.03M 0.06%
56,979
+24,883
403
$1.03M 0.06%
39,789
+23,654
404
$1.03M 0.06%
+12,356
405
$1.03M 0.06%
81,335
+1,919
406
$1.02M 0.06%
81,398
+10,499
407
$1.02M 0.06%
+80,915
408
$1.02M 0.06%
18,305
+907
409
$1.02M 0.06%
40,965
+21,488
410
$1.02M 0.06%
53,693
+3,904
411
$1.02M 0.06%
48,957
+24,233
412
$1.02M 0.06%
+6,338
413
$1.01M 0.06%
11,498
+2,025
414
$1.01M 0.06%
39,835
-15,436
415
$1.01M 0.06%
140,717
+51,055
416
$1.01M 0.06%
46,238
+23,780
417
$1.01M 0.06%
20,795
-5,973
418
$1M 0.06%
12,033
-67,341
419
$1M 0.06%
81,446
-9,832
420
$1M 0.06%
30,209
-11,864
421
$1M 0.06%
101,629
-4
422
$1M 0.06%
7,183
+195
423
$997K 0.06%
4,022
+2,132
424
$997K 0.06%
35,988
-1,330
425
$996K 0.06%
76,806
-350,008
15 16
17
18 19