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
526
$437K 0.03%
5,505
-33,045
527
$432K 0.03%
29,952
-16,567
528
$420K 0.03%
+8,557
529
$418K 0.03%
+3,894
530
$416K 0.03%
2,631
-57,032
531
$415K 0.03%
10,206
+3,487
532
$414K 0.03%
+1,816
533
$409K 0.02%
+4,644
534
$406K 0.02%
+11,226
535
$403K 0.02%
+73,462
536
$402K 0.02%
22,687
+12,241
537
$402K 0.02%
30,681
+10,477
538
$398K 0.02%
+87,802
539
$397K 0.02%
+1,502
540
$397K 0.02%
+6,142
541
$397K 0.02%
+59,275
542
$391K 0.02%
35,222
+9,395
543
$391K 0.02%
+10,400
544
$389K 0.02%
+1,928
545
$388K 0.02%
+51,842
546
$380K 0.02%
1,022
-11,122
547
$379K 0.02%
152,278
+44,409
548
$375K 0.02%
+32,313
549
$371K 0.02%
+17,782
550
$371K 0.02%
+45,482
20 21
22
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