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
501
$844K 0.05%
26,594
-7,346
502
$840K 0.05%
93,523
+24,889
503
$833K 0.05%
29,565
+8,448
504
$831K 0.05%
9,528
-1,203
505
$831K 0.05%
18,378
+8,246
506
$829K 0.05%
+3,470
507
$825K 0.05%
+9,799
508
$824K 0.05%
23,594
+6,006
509
$820K 0.05%
28,634
+9,328
510
$819K 0.05%
13,071
+3,247
511
$815K 0.05%
1,641
-2,490
512
$815K 0.05%
+50,037
513
$813K 0.05%
43,804
+15,548
514
$812K 0.05%
19,356
+3,848
515
$809K 0.05%
3,639
-2,111
516
$808K 0.05%
11,947
-1,605
517
$805K 0.05%
57,747
+35,350
518
$803K 0.05%
8,407
+177
519
$801K 0.05%
+5,687
520
$800K 0.05%
4,664
-2,592
521
$800K 0.05%
+1,866
522
$799K 0.05%
21,247
+11,517
523
$799K 0.05%
+17,284
524
$798K 0.05%
25,500
525
$796K 0.05%
38,396
+1,916
19 20
21
22 23