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
551
$727K 0.04%
66,256
-36,786
552
$727K 0.04%
7,671
+2,758
553
$726K 0.04%
8,777
+362
554
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57,290
+32,886
555
$725K 0.04%
46,787
+30,794
556
$721K 0.04%
20,891
+3,729
557
$719K 0.04%
5,914
-20,894
558
$715K 0.04%
24,854
+4,521
559
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+3,344
560
$712K 0.04%
14,375
-3,597
561
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+9,559
562
$708K 0.04%
2,216
+649
563
$707K 0.04%
19,414
+9,062
564
$702K 0.04%
24,497
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565
$702K 0.04%
31,090
-6,450
566
$702K 0.04%
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567
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47,481
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569
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11,446
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570
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17,704
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571
$689K 0.04%
4,225
+2,094
572
$686K 0.04%
+3,425
573
$686K 0.04%
+25,142
574
$680K 0.04%
3,003
+231
575
$679K 0.04%
+8,962
21 22
23
24 25