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
601
$549K 0.04%
+8,007
602
$548K 0.04%
6,224
+2,492
603
$546K 0.04%
13,607
-13,704
604
$544K 0.04%
+4,810
605
$543K 0.04%
+5,418
606
$539K 0.04%
4,150
+2,345
607
$538K 0.04%
6,420
-8,135
608
$532K 0.04%
25,694
+167
609
$531K 0.04%
7,765
+1,318
610
$525K 0.03%
+5,600
611
$524K 0.03%
70,962
+17,585
612
$523K 0.03%
5,657
+3,612
613
$522K 0.03%
32,511
-1,597
614
$519K 0.03%
3,129
-5,530
615
$518K 0.03%
+1,567
616
$518K 0.03%
8,137
-14,870
617
$517K 0.03%
3,895
-816
618
$516K 0.03%
17,267
-7,421
619
$516K 0.03%
23,222
+8,093
620
$512K 0.03%
4,336
-1,254
621
$512K 0.03%
38,886
+12,354
622
$511K 0.03%
+16,011
623
$511K 0.03%
15,735
-11,629
624
$509K 0.03%
14,897
+1,907
625
$509K 0.03%
+13,173
23 24
25
26 27