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
$1.52B
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
526
$711K 0.05%
+10,402
527
$706K 0.05%
9,178
-885
528
$703K 0.05%
14,302
-17,460
529
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17,162
+4,727
530
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+28,256
531
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42,316
-41,144
532
$693K 0.05%
+63,298
533
$692K 0.05%
+12,963
534
$691K 0.05%
4,129
-1,306
535
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18,246
+6,468
536
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+11,625
537
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6,325
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538
$683K 0.05%
901
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539
$683K 0.05%
23,806
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540
$679K 0.04%
58,394
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541
$679K 0.04%
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11,826
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19,514
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10,702
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548
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24,275
-6,446
549
$667K 0.04%
8,415
-913
550
$665K 0.04%
34,383
-33,099
20 21
22
23 24