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
576
$602K 0.04%
21,430
+19
577
$599K 0.04%
+47,098
578
$596K 0.04%
+1,809
579
$595K 0.04%
33,356
+11,312
580
$592K 0.04%
68,634
-31,755
581
$591K 0.04%
15,508
+370
582
$591K 0.04%
17,956
-11,633
583
$590K 0.04%
50,992
-1,334
584
$590K 0.04%
20,073
+2,501
585
$579K 0.04%
15,198
-12,030
586
$578K 0.04%
6,091
-16,463
587
$578K 0.04%
19,773
-11,252
588
$576K 0.04%
52,596
-23,495
589
$575K 0.04%
59,518
+40,223
590
$574K 0.04%
17,588
-15,348
591
$573K 0.04%
+6,744
592
$570K 0.04%
21,223
+8,384
593
$562K 0.04%
+103,039
594
$558K 0.04%
6,845
+1,317
595
$557K 0.04%
+27,669
596
$555K 0.04%
9,881
+4,103
597
$553K 0.04%
+18,529
598
$552K 0.04%
2,840
-14
599
$550K 0.04%
7,224
-739
600
$549K 0.04%
31,045
+354
22 23
24
25 26