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
501
$536K 0.03%
56,668
-41,692
502
$532K 0.03%
4,257
-84
503
$530K 0.03%
+38,854
504
$527K 0.03%
+39,855
505
$525K 0.03%
1,964
-436
506
$515K 0.03%
10,368
+5,448
507
$509K 0.03%
+2,345
508
$490K 0.03%
42,012
+17,963
509
$486K 0.03%
7,203
+2,954
510
$484K 0.03%
6,338
-2,778
511
$477K 0.03%
+5,776
512
$477K 0.03%
226,073
+202,903
513
$476K 0.03%
2,031
+1,277
514
$473K 0.03%
8,650
-3,364
515
$473K 0.03%
5,754
-2,347
516
$472K 0.03%
+7,861
517
$464K 0.03%
5,746
+100
518
$455K 0.03%
54,312
-5,134
519
$453K 0.03%
7,652
+5,391
520
$444K 0.03%
+3,599
521
$442K 0.03%
+16,545
522
$440K 0.03%
70,382
-98,418
523
$440K 0.03%
+2,396
524
$439K 0.03%
25,877
+8,390
525
$437K 0.03%
30,489
+8,600
19 20
21
22 23