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
451
$984K 0.06%
14,124
-4,846
452
$978K 0.06%
+11,928
453
$977K 0.06%
+8,726
454
$973K 0.06%
9,564
-3,074
455
$972K 0.06%
32,273
-10,330
456
$972K 0.06%
22,148
+8,409
457
$972K 0.06%
+5,807
458
$969K 0.06%
14,283
+3,581
459
$967K 0.06%
25,787
-5,831
460
$958K 0.06%
8,284
+5,836
461
$955K 0.06%
6,737
+3,582
462
$949K 0.06%
9,359
-917
463
$925K 0.06%
4,480
+351
464
$919K 0.06%
2,987
-220
465
$919K 0.06%
+4,127
466
$918K 0.06%
+4,459
467
$917K 0.06%
+19,517
468
$916K 0.06%
4,484
-229
469
$916K 0.06%
+4,142
470
$909K 0.06%
7,152
+2,027
471
$909K 0.06%
16,467
+569
472
$908K 0.06%
42,178
+11,995
473
$908K 0.06%
2,986
-500
474
$907K 0.06%
27,750
+4,555
475
$906K 0.06%
16,326
+8,962
17 18
19
20 21