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
426
$939K 0.06%
12,800
-6,864
427
$933K 0.06%
+5,808
428
$930K 0.06%
34,600
+750
429
$929K 0.06%
4,816
-227
430
$922K 0.06%
16,490
-14,830
431
$921K 0.06%
14,543
-293
432
$920K 0.06%
28,798
+7,446
433
$914K 0.06%
40,316
+3,312
434
$911K 0.06%
34,998
+8,545
435
$911K 0.06%
10,680
-1,524
436
$910K 0.06%
90,844
-32,132
437
$907K 0.06%
50,169
-53,186
438
$902K 0.06%
23,303
+5,105
439
$902K 0.06%
10,115
-4,879
440
$901K 0.06%
16,299
-3,813
441
$899K 0.06%
31,260
+11,860
442
$898K 0.06%
+26,683
443
$897K 0.06%
15,238
+864
444
$897K 0.06%
16,965
-358
445
$896K 0.06%
6,361
+167
446
$894K 0.06%
29,800
-13,764
447
$894K 0.06%
17,393
+10,094
448
$893K 0.06%
18,918
-48,757
449
$887K 0.06%
7,724
+3,457
450
$886K 0.06%
31,618
+5,265
16 17
18
19 20