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
626
$508K 0.03%
8,235
-207
627
$507K 0.03%
27,868
-10,711
628
$506K 0.03%
+6,817
629
$504K 0.03%
31,640
+14,216
630
$501K 0.03%
10,352
+259
631
$500K 0.03%
2,772
-710
632
$499K 0.03%
3,886
+1,478
633
$496K 0.03%
+16,762
634
$496K 0.03%
+7,333
635
$494K 0.03%
+9,358
636
$493K 0.03%
25,795
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637
$493K 0.03%
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638
$485K 0.03%
7,364
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639
$484K 0.03%
20,202
-79
640
$483K 0.03%
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641
$483K 0.03%
4,261
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642
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34,290
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645
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29,002
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646
$477K 0.03%
22,948
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647
$476K 0.03%
3,461
-3,357
648
$476K 0.03%
10,380
+3,403
649
$475K 0.03%
6,961
-7,133
650
$467K 0.03%
3,191
-1,777
24 25
26
27 28