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
$1.52B
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
501
$753K 0.05%
15,500
+131
502
$751K 0.05%
8,889
+170
503
$751K 0.05%
+18,958
504
$751K 0.05%
6,828
+4,226
505
$748K 0.05%
42,930
-6,351
506
$748K 0.05%
+28,619
507
$745K 0.05%
4,701
-173
508
$741K 0.05%
5,401
-4,183
509
$740K 0.05%
36,513
+2,660
510
$738K 0.05%
8,969
-1,538
511
$736K 0.05%
21,117
+13,545
512
$734K 0.05%
19,521
+589
513
$733K 0.05%
+1,576
514
$730K 0.05%
+80,079
515
$726K 0.05%
7,968
+1,399
516
$725K 0.05%
25,500
517
$722K 0.05%
+6,449
518
$721K 0.05%
23,318
+3,090
519
$719K 0.05%
+7,011
520
$718K 0.05%
6,584
-5,665
521
$718K 0.05%
15,898
+2,396
522
$715K 0.05%
6,842
+3,138
523
$715K 0.05%
30,183
+370
524
$715K 0.05%
2,978
-47
525
$711K 0.05%
4,922
-13,453
19 20
21
22 23