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
626
$186K 0.01%
30,151
-51,467
627
$184K 0.01%
144,797
+48,774
628
$173K 0.01%
+22,589
629
$167K 0.01%
+22,057
630
$165K 0.01%
11,881
-127,538
631
$160K 0.01%
132,089
+58,922
632
$158K 0.01%
20,033
-461
633
$150K 0.01%
+76,065
634
$140K 0.01%
26,031
+6,621
635
$140K 0.01%
22,124
-33,696
636
$134K 0.01%
+41,881
637
$132K 0.01%
+65,991
638
$129K 0.01%
+15,983
639
$117K 0.01%
55,181
-35,529
640
$114K 0.01%
12,891
-4,535
641
$113K 0.01%
+12,029
642
$111K 0.01%
33,097
-7,301
643
$96.2K 0.01%
+44,948
644
$94.3K 0.01%
25,000
645
$90.1K 0.01%
+13,696
646
$85.8K 0.01%
+47,957
647
$76K ﹤0.01%
+10,657
648
$72.8K ﹤0.01%
+72,820
649
$65.7K ﹤0.01%
+13,612
650
$55.5K ﹤0.01%
+25,230
24 25
26
27 28