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
476
$814K 0.05%
39,433
-1,241
477
$812K 0.05%
14,186
+8,263
478
$810K 0.05%
21,545
-4,111
479
$809K 0.05%
5,125
-4,825
480
$805K 0.05%
6,608
+4,526
481
$805K 0.05%
15,199
-128,791
482
$804K 0.05%
34,362
+8,049
483
$804K 0.05%
+3,613
484
$804K 0.05%
10,139
+5,187
485
$799K 0.05%
10,883
+3,636
486
$795K 0.05%
10,773
-6,120
487
$791K 0.05%
17,972
-5,988
488
$789K 0.05%
12,609
+5,556
489
$788K 0.05%
7,510
-290
490
$782K 0.05%
13,337
+3,323
491
$781K 0.05%
6,158
+2,308
492
$776K 0.05%
25,572
-27,596
493
$775K 0.05%
2,419
-958
494
$773K 0.05%
14,762
-16,478
495
$771K 0.05%
3,767
-4,006
496
$769K 0.05%
33,285
-4,874
497
$766K 0.05%
14,401
-5,710
498
$762K 0.05%
48,345
-8,158
499
$761K 0.05%
36,480
-933
500
$753K 0.05%
32,026
-4,139
18 19
20
21 22