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
551
$368K 0.02%
31,812
-18,163
552
$367K 0.02%
+21,991
553
$365K 0.02%
54,670
+29,226
554
$363K 0.02%
+10,015
555
$360K 0.02%
+2,003
556
$359K 0.02%
+66,055
557
$359K 0.02%
38,560
-15,842
558
$359K 0.02%
3,540
-6,189
559
$356K 0.02%
23,673
-13,891
560
$351K 0.02%
+5,639
561
$349K 0.02%
+6,160
562
$342K 0.02%
17,840
+187
563
$341K 0.02%
+1,792
564
$338K 0.02%
74,232
-5,254
565
$337K 0.02%
11,536
-14,356
566
$336K 0.02%
+3,659
567
$330K 0.02%
11,906
-15,486
568
$326K 0.02%
+7,655
569
$315K 0.02%
278,860
+125,405
570
$314K 0.02%
+11,417
571
$313K 0.02%
950
-382
572
$310K 0.02%
+15,780
573
$306K 0.02%
+8,656
574
$305K 0.02%
20,923
+10,681
575
$302K 0.02%
6,428
-17,024
21 22
23
24 25