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
576
$299K 0.02%
+52,370
577
$298K 0.02%
+80,233
578
$298K 0.02%
+694
579
$297K 0.02%
14,641
-28,554
580
$297K 0.02%
7,141
-5,651
581
$295K 0.02%
+66,861
582
$293K 0.02%
2,317
-13
583
$285K 0.02%
+3,536
584
$282K 0.02%
9,083
-661
585
$281K 0.02%
51,447
+3,373
586
$280K 0.02%
32,144
+4,787
587
$279K 0.02%
+16,492
588
$278K 0.02%
+3,164
589
$277K 0.02%
1,070
+552
590
$275K 0.02%
+26,824
591
$274K 0.02%
+146,310
592
$274K 0.02%
+4,878
593
$270K 0.02%
+1,389
594
$266K 0.02%
18,155
-348
595
$266K 0.02%
+1,454
596
$264K 0.02%
94,108
+41,482
597
$262K 0.02%
+28,461
598
$258K 0.02%
+12,869
599
$257K 0.02%
+15,086
600
$254K 0.02%
+47,472
22 23
24
25 26