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
51
$4.15M 0.27%
93,050
-49,651
52
$4.08M 0.27%
27,374
+22,166
53
$4.05M 0.27%
71,342
+7,502
54
$4.04M 0.27%
876
-166
55
$3.95M 0.26%
122,152
-4,779
56
$3.95M 0.26%
+38,261
57
$3.94M 0.26%
26,808
+6,445
58
$3.93M 0.26%
19,450
+7,387
59
$3.91M 0.26%
5,420
+2,143
60
$3.87M 0.26%
110,726
-1,017
61
$3.86M 0.25%
7,534
+388
62
$3.83M 0.25%
+212,624
63
$3.78M 0.25%
178,301
-9,769
64
$3.77M 0.25%
47,827
+22,021
65
$3.68M 0.24%
13,247
-5,645
66
$3.68M 0.24%
55,623
-1,808
67
$3.62M 0.24%
43,186
-19,647
68
$3.61M 0.24%
100,785
-13,441
69
$3.59M 0.24%
75,903
-66,507
70
$3.58M 0.24%
27,977
+5,629
71
$3.55M 0.23%
33,088
-51,553
72
$3.55M 0.23%
29,700
-16,429
73
$3.51M 0.23%
104,207
+11,331
74
$3.5M 0.23%
19,509
+3,209
75
$3.48M 0.23%
48,819
+9,894
1 2
3
4 5