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
26
$8.24M 0.5%
+175,926
27
$7.77M 0.47%
23,608
+22,552
28
$7.66M 0.47%
100,343
+81,642
29
$7.59M 0.46%
21,966
+21,065
30
$7.54M 0.46%
648,521
+4,689
31
$7.43M 0.45%
+212,500
32
$7.42M 0.45%
37,076
+15,423
33
$7.37M 0.45%
426,872
+12,927
34
$7.29M 0.44%
197,441
+157,905
35
$7.02M 0.43%
103,701
+8,179
36
$6.95M 0.42%
+124,879
37
$6.93M 0.42%
198,246
+28,285
38
$6.92M 0.42%
183,502
+153,510
39
$6.82M 0.42%
+184,711
40
$6.8M 0.41%
46,869
+39,229
41
$6.75M 0.41%
33,484
+31,472
42
$6.74M 0.41%
88,515
+72,247
43
$6.58M 0.4%
+254,033
44
$6.57M 0.4%
271,489
+6,418
45
$6.55M 0.4%
+63,507
46
$6.48M 0.39%
76,635
+811
47
$6.38M 0.39%
25,647
-844
48
$6.37M 0.39%
53,181
+45,333
49
$6.23M 0.38%
+246,671
50
$6.17M 0.38%
+25,715
1
2
3 4 5