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
701
$476K 0.03%
7,160
-142,614
702
$475K 0.03%
5,135
-1,341
703
$473K 0.03%
45,701
+15,282
704
$473K 0.03%
29,149
-1,896
705
$473K 0.03%
29,546
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706
$473K 0.03%
4,252
-558
707
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3,123
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708
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118,960
-5,572
709
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710
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2,814
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711
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712
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713
$468K 0.03%
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8,272
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715
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716
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$463K 0.03%
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23,985
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16,356
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48,246
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721
$452K 0.03%
4,612
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722
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$451K 0.03%
1,996
-95
724
$451K 0.03%
1,765
+928
725
$449K 0.03%
+2,756
27 28
29
30 31