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
551
$656K 0.04%
20,333
-1,261
552
$655K 0.04%
2,627
-1,051
553
$655K 0.04%
3,231
-5,677
554
$653K 0.04%
1,878
-9,272
555
$652K 0.04%
8,737
+2,380
556
$649K 0.04%
+11,195
557
$645K 0.04%
34,350
+23,591
558
$641K 0.04%
16,611
+3,179
559
$641K 0.04%
9,905
-133
560
$640K 0.04%
+101,951
561
$638K 0.04%
51,523
-26,152
562
$635K 0.04%
46,525
+11,898
563
$634K 0.04%
33,231
-47,954
564
$628K 0.04%
19,306
+9,969
565
$625K 0.04%
8,567
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566
$624K 0.04%
17,137
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567
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4,170
-4,056
568
$621K 0.04%
15,451
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569
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7,188
-39,629
570
$617K 0.04%
+24,210
571
$615K 0.04%
9,824
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572
$613K 0.04%
23,195
-41,767
573
$613K 0.04%
15,323
+2,587
574
$610K 0.04%
13,739
+883
575
$604K 0.04%
74,131
+1,325
21 22
23
24 25