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
451
$854K 0.05%
5,686
+3,802
452
$851K 0.05%
24,662
-4,993
453
$847K 0.05%
7,657
+136
454
$847K 0.05%
29,936
+7,499
455
$845K 0.05%
8,043
-52,213
456
$841K 0.05%
5,478
-43,463
457
$836K 0.05%
3,650
+450
458
$835K 0.05%
14,396
+3,437
459
$823K 0.05%
11,496
-72,989
460
$820K 0.05%
+68,466
461
$816K 0.05%
12,793
+7,213
462
$815K 0.05%
1,773
+613
463
$773K 0.05%
91,629
-9,764
464
$765K 0.05%
13,171
+191
465
$764K 0.05%
+14,284
466
$759K 0.05%
+8,730
467
$753K 0.05%
1,547
+209
468
$745K 0.05%
+40,978
469
$745K 0.05%
+78,495
470
$741K 0.05%
+27,777
471
$740K 0.05%
4,661
-971
472
$733K 0.04%
+18,121
473
$721K 0.04%
16,542
+12,051
474
$714K 0.04%
18,440
+8,125
475
$700K 0.04%
593
-309
17 18
19
20 21