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
476
$676K 0.04%
+2,171
477
$671K 0.04%
6,960
-658
478
$662K 0.04%
+31,366
479
$661K 0.04%
281,228
+164,176
480
$653K 0.04%
58,315
+14,311
481
$649K 0.04%
+36,399
482
$639K 0.04%
+37,943
483
$633K 0.04%
20,268
+4,063
484
$632K 0.04%
3,793
-13
485
$628K 0.04%
13,692
-37
486
$625K 0.04%
16,092
+11,779
487
$620K 0.04%
+13,908
488
$601K 0.04%
14,404
-62,184
489
$597K 0.04%
+34,762
490
$589K 0.04%
+2,316
491
$585K 0.04%
+12,078
492
$583K 0.04%
+56,650
493
$581K 0.04%
13,021
-2,319
494
$575K 0.04%
+1,903
495
$559K 0.03%
+13,582
496
$557K 0.03%
210,852
+135,242
497
$551K 0.03%
+28,217
498
$551K 0.03%
1,047
-268
499
$548K 0.03%
+37,611
500
$545K 0.03%
22,270
+10,387
18 19
20
21 22