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
$1.64B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,102
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$13.5M
3
+$13.3M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$12.9M
5
CTRA icon
Coterra Energy
CTRA
+$12.7M

Top Sells

1
+$41.1M
2
+$23.6M
3
+$18.7M
4
QRVO icon
Qorvo
QRVO
+$12.5M
5
AFL icon
Aflac
AFL
+$10.6M

Sector Composition

1 Financials 19.66%
2 Technology 16.53%
3 Consumer Discretionary 13.67%
4 Industrials 9.5%
5 Healthcare 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1.06M 0.06%
26,697
-47,074
427
$1.06M 0.06%
28,026
+11,834
428
$1.06M 0.06%
210,462
-3,776
429
$1.05M 0.06%
41,432
-14,788
430
$1.05M 0.06%
19,143
+5,453
431
$1.05M 0.06%
90,513
+66,752
432
$1.04M 0.06%
37,817
+4,747
433
$1.04M 0.06%
4,422
+143
434
$1.03M 0.06%
+55,276
435
$1.02M 0.06%
4,119
-392
436
$1.02M 0.06%
18,862
-1,910
437
$1.01M 0.06%
8,126
+1,284
438
$1.01M 0.06%
27,520
-6,168
439
$1.01M 0.06%
14,512
-10,966
440
$1.01M 0.06%
16,785
+3,448
441
$1M 0.06%
5,497
-1,563
442
$999K 0.06%
50,111
-1,938
443
$998K 0.06%
37,319
+2,957
444
$996K 0.06%
48,252
+8,492
445
$995K 0.06%
23,077
+7,879
446
$991K 0.06%
24,499
+1,834
447
$990K 0.06%
9,191
+1,681
448
$989K 0.06%
10,320
+7,270
449
$989K 0.06%
10,882
+1,865
450
$987K 0.06%
+6,921
16 17
18
19 20