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
601
$254K 0.02%
+5,561
602
$252K 0.02%
+4,219
603
$247K 0.02%
+5,228
604
$246K 0.02%
+25,981
605
$235K 0.01%
+11,899
606
$232K 0.01%
820
-223
607
$232K 0.01%
+15,574
608
$229K 0.01%
35,384
-56,851
609
$229K 0.01%
3,027
-74,061
610
$227K 0.01%
+1,085
611
$223K 0.01%
16,460
-3,681
612
$220K 0.01%
7,063
613
$220K 0.01%
47,972
+31,215
614
$215K 0.01%
17,317
-62,882
615
$214K 0.01%
+16,906
616
$212K 0.01%
+5,479
617
$212K 0.01%
+40,973
618
$211K 0.01%
40,411
-87,848
619
$207K 0.01%
+42,659
620
$207K 0.01%
+8,550
621
$206K 0.01%
+1,425
622
$204K 0.01%
+18,181
623
$202K 0.01%
28,476
-12,359
624
$201K 0.01%
65,961
+7,784
625
$187K 0.01%
+15,231
23 24
25
26 27