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
651
$466K 0.03%
14,591
-3,790
652
$463K 0.03%
16,557
+3,105
653
$463K 0.03%
3,263
-12,925
654
$462K 0.03%
17,097
-190
655
$461K 0.03%
6,269
-1,298
656
$461K 0.03%
4,913
-21,409
657
$460K 0.03%
12,890
-168
658
$460K 0.03%
+12,659
659
$459K 0.03%
30,428
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660
$459K 0.03%
14,641
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661
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662
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3,061
-1,456
663
$451K 0.03%
10,055
-205
664
$450K 0.03%
4,307
-17,561
665
$450K 0.03%
+12,847
666
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13,265
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6,368
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668
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16,724
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669
$447K 0.03%
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670
$445K 0.03%
3,236
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671
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672
$444K 0.03%
44,149
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673
$441K 0.03%
9,730
-55,245
674
$438K 0.03%
5,287
-2,425
675
$434K 0.03%
13,229
-1,581
25 26
27
28 29