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
426
$995K 0.06%
8,598
+3,481
427
$992K 0.06%
126,390
+100,698
428
$992K 0.06%
101,406
+12,852
429
$980K 0.06%
129,852
+69,054
430
$979K 0.06%
12,597
+3,568
431
$976K 0.06%
22,333
+12,096
432
$975K 0.06%
24,255
+5,250
433
$971K 0.06%
28,357
+512
434
$971K 0.06%
+134,087
435
$967K 0.06%
200,566
+55,875
436
$947K 0.06%
+13,985
437
$938K 0.06%
+4,696
438
$933K 0.06%
48,004
-966
439
$928K 0.06%
+49,176
440
$923K 0.06%
88,191
+2,839
441
$915K 0.06%
85,970
+32,265
442
$909K 0.06%
16,731
-1,148
443
$907K 0.06%
115,595
+43,285
444
$890K 0.05%
+77,341
445
$882K 0.05%
21,968
+17,277
446
$881K 0.05%
+3,411
447
$879K 0.05%
+2,493
448
$871K 0.05%
+28,838
449
$867K 0.05%
+2,482
450
$859K 0.05%
105,142
+5,263
16 17
18
19 20