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
$1.64B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,102
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$13.5M
3
+$13.3M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$12.9M
5
CTRA icon
Coterra Energy
CTRA
+$12.7M

Top Sells

1
+$41.1M
2
+$23.6M
3
+$18.7M
4
QRVO icon
Qorvo
QRVO
+$12.5M
5
AFL icon
Aflac
AFL
+$10.6M

Sector Composition

1 Financials 19.66%
2 Technology 16.53%
3 Consumer Discretionary 13.67%
4 Industrials 9.5%
5 Healthcare 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$598K 0.04%
34,655
+6,787
627
$598K 0.04%
33,258
-27
628
$597K 0.04%
+3,248
629
$593K 0.04%
7,809
+964
630
$592K 0.04%
9,447
+880
631
$589K 0.04%
12,576
-4,035
632
$589K 0.04%
+6,010
633
$587K 0.04%
+73,025
634
$586K 0.04%
13,971
-22,726
635
$585K 0.04%
5,045
-1,966
636
$582K 0.04%
39,017
+13,757
637
$581K 0.04%
9,459
-13,254
638
$577K 0.04%
17,614
+2,973
639
$576K 0.04%
16,388
+5,146
640
$576K 0.04%
3,420
+229
641
$572K 0.03%
+5,172
642
$572K 0.03%
434
+44
643
$572K 0.03%
+17,613
644
$571K 0.03%
31,757
+7,482
645
$568K 0.03%
34,721
+12,562
646
$566K 0.03%
+6,522
647
$560K 0.03%
70,916
+18,320
648
$555K 0.03%
13,808
-27,249
649
$554K 0.03%
18,511
+4,209
650
$553K 0.03%
19,677
+2,682
24 25
26
27 28