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
476
$904K 0.06%
+13,672
477
$901K 0.05%
20,274
-1,670
478
$900K 0.05%
45,302
+22,255
479
$899K 0.05%
25,109
-6,079
480
$899K 0.05%
21,566
-571
481
$891K 0.05%
24,231
-12,881
482
$889K 0.05%
15,674
+657
483
$884K 0.05%
13,536
-1,702
484
$882K 0.05%
35,689
-7,347
485
$879K 0.05%
2,017
+7
486
$876K 0.05%
11,688
-1,374
487
$875K 0.05%
15,754
+303
488
$870K 0.05%
27,254
+5,709
489
$869K 0.05%
6,082
+664
490
$865K 0.05%
11,669
+2,491
491
$865K 0.05%
13,706
+7,338
492
$863K 0.05%
9,013
-1,667
493
$863K 0.05%
18,676
-3,856
494
$861K 0.05%
+2,918
495
$861K 0.05%
+18,113
496
$858K 0.05%
42,542
+3,109
497
$853K 0.05%
+3,418
498
$852K 0.05%
10,101
+3,357
499
$850K 0.05%
6,165
-6,732
500
$848K 0.05%
8,090
-1,253
18 19
20
21 22