WG

Winton Group Portfolio holdings

AUM $2.67B
1-Year Est. Return 29.84%
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
51
$6.14M 0.37%
86,480
+78,214
52
$6.13M 0.37%
90,330
-7,909
53
$6.1M 0.37%
35,550
+33,382
54
$6.09M 0.37%
+67,021
55
$6.09M 0.37%
200,871
+164,487
56
$6.08M 0.37%
19,954
+16,611
57
$6.06M 0.37%
+105,001
58
$6.05M 0.37%
+378,270
59
$6.03M 0.37%
+119,640
60
$5.99M 0.37%
46,768
+41,733
61
$5.99M 0.36%
+19,173
62
$5.95M 0.36%
+1,292
63
$5.9M 0.36%
+29,252
64
$5.85M 0.36%
157,670
+14,730
65
$5.82M 0.35%
+116,260
66
$5.79M 0.35%
+18,981
67
$5.78M 0.35%
+111,024
68
$5.76M 0.35%
122,487
+116,233
69
$5.63M 0.34%
+108,216
70
$5.63M 0.34%
+397,080
71
$5.59M 0.34%
+143,078
72
$5.58M 0.34%
+480,254
73
$5.49M 0.33%
+70,733
74
$5.49M 0.33%
+30,693
75
$5.46M 0.33%
45,943
+24,843
1 2
3
4 5