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
451
$882K 0.06%
12,649
-16,723
452
$881K 0.06%
17,372
-2,304
453
$878K 0.06%
60,668
+26,840
454
$875K 0.06%
13,552
+3,289
455
$874K 0.06%
33,070
+290
456
$869K 0.06%
13,062
-167,802
457
$869K 0.06%
20,942
+40
458
$869K 0.06%
47,269
-924
459
$866K 0.06%
14,251
+1,880
460
$866K 0.06%
3,269
-1,052
461
$865K 0.06%
+7,485
462
$858K 0.06%
8,347
-3,516
463
$858K 0.06%
4,862
-851
464
$853K 0.06%
14,827
-765
465
$842K 0.06%
+2,806
466
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21,944
-7,670
467
$841K 0.06%
9,632
-9,472
468
$836K 0.06%
22,665
-577
469
$835K 0.06%
50,297
+3,211
470
$833K 0.05%
8,796
+1,376
471
$831K 0.05%
+39,760
472
$831K 0.05%
10,808
+4,444
473
$821K 0.05%
+8,230
474
$818K 0.05%
10,445
+3,521
475
$816K 0.05%
14,785
-13,093
17 18
19
20 21