WG

Winton Group Portfolio holdings

AUM $2.67B
1-Year Est. Return 29.84%
This Fund
S&P 500
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
651
$54.2K ﹤0.01%
18,130
-11,186
652
$42.6K ﹤0.01%
+10,859
653
$40.9K ﹤0.01%
+14,980
654
$36.1K ﹤0.01%
12,212
-6,904
655
$22.9K ﹤0.01%
+15,387
656
$11.2K ﹤0.01%
+15,080
657
– –
-42,143
658
– –
-30,171
659
– –
-3,390
660
– –
-19,148
661
– –
-78,508
662
– –
-6,884
663
– –
-76,476
664
– –
-13,376
665
– –
-54,976
666
– –
-157,813
667
– –
-22,154
668
– –
-3,542
669
– –
-1,274
670
– –
-39,738
671
– –
-16,473
672
– –
-25,020
673
– –
-604
674
– –
-19,155
675
– –
-37,708
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