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
26
$5.82M 0.38%
330,192
-48,835
27
$5.65M 0.37%
53,494
-6,151
28
$5.55M 0.37%
21,058
+7,889
29
$5.48M 0.36%
22,871
+20,515
30
$5.45M 0.36%
67,866
+4,583
31
$5.17M 0.34%
+105,939
32
$5.07M 0.33%
106,498
+80,723
33
$4.86M 0.32%
+59,458
34
$4.84M 0.32%
72,338
-7,869
35
$4.84M 0.32%
105,853
+26,338
36
$4.78M 0.32%
172,350
+51,250
37
$4.67M 0.31%
16,862
+9,609
38
$4.67M 0.31%
60,970
+14,881
39
$4.59M 0.3%
95,421
+19,814
40
$4.56M 0.3%
27,998
+1,342
41
$4.54M 0.3%
25,698
+865
42
$4.52M 0.3%
29,819
+6,580
43
$4.48M 0.3%
19,360
-2,446
44
$4.43M 0.29%
13,406
+2,363
45
$4.39M 0.29%
+274,829
46
$4.34M 0.29%
41,266
+10,889
47
$4.21M 0.28%
13,996
+3,411
48
$4.2M 0.28%
20,295
-3,833
49
$4.18M 0.28%
42,127
+5,295
50
$4.17M 0.27%
26,336
+14,504
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