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
676
$506K 0.03%
29,061
-5,289
677
$506K 0.03%
+21,297
678
$503K 0.03%
+3,727
679
$501K 0.03%
3,589
-2,569
680
$500K 0.03%
32,773
-29,324
681
$500K 0.03%
16,471
-86
682
$498K 0.03%
135,085
-8,921
683
$496K 0.03%
1,601
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684
$494K 0.03%
41,946
+21,968
685
$493K 0.03%
+9,464
686
$492K 0.03%
3,581
-164
687
$492K 0.03%
+13,466
688
$489K 0.03%
+6,248
689
$486K 0.03%
9,311
+975
690
$486K 0.03%
13,763
-2,248
691
$485K 0.03%
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$484K 0.03%
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693
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39,541
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$483K 0.03%
38,526
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695
$482K 0.03%
34,415
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696
$481K 0.03%
21,704
-7,298
697
$479K 0.03%
+64,445
698
$477K 0.03%
+3,569
699
$477K 0.03%
+2,788
700
$477K 0.03%
175,946
+55,768
26 27
28
29 30