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
651
$551K 0.03%
20,550
+7,595
652
$550K 0.03%
+14,120
653
$550K 0.03%
44,375
-5,922
654
$548K 0.03%
23,865
+2,435
655
$544K 0.03%
+32,147
656
$539K 0.03%
10,927
-5,372
657
$538K 0.03%
9,217
-3,392
658
$537K 0.03%
21,820
+12,074
659
$536K 0.03%
5,366
+1,372
660
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+18,305
661
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4,158
-178
662
$531K 0.03%
133,191
+64,754
663
$531K 0.03%
10,556
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664
$529K 0.03%
22,447
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665
$529K 0.03%
2,696
-7,421
666
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667
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54,368
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668
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669
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53,511
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670
$516K 0.03%
1,569
-240
671
$515K 0.03%
20,084
-7,585
672
$515K 0.03%
+13,062
673
$514K 0.03%
14,459
+5,080
674
$512K 0.03%
2,787
-674
675
$507K 0.03%
11,801
+1,719
25 26
27
28 29