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
726
$376K 0.02%
+8,860
727
$375K 0.02%
25,260
+9,380
728
$374K 0.02%
7,554
+2,504
729
$370K 0.02%
48,982
+1,273
730
$368K 0.02%
13,338
-3,610
731
$365K 0.02%
+5,922
732
$365K 0.02%
25,361
+2,321
733
$364K 0.02%
8,115
-1,437
734
$363K 0.02%
+11,264
735
$363K 0.02%
3,155
-149
736
$361K 0.02%
+12,699
737
$360K 0.02%
9,556
+2,002
738
$358K 0.02%
21,193
-15,636
739
$358K 0.02%
1,363
-20,561
740
$357K 0.02%
1,437
-172
741
$356K 0.02%
+1,039
742
$356K 0.02%
3,524
-356
743
$355K 0.02%
9,207
+1,547
744
$354K 0.02%
7,809
+911
745
$353K 0.02%
+1,718
746
$353K 0.02%
14,545
+4,597
747
$353K 0.02%
7,002
-379
748
$350K 0.02%
7,703
-26,881
749
$350K 0.02%
+2,150
750
$350K 0.02%
7,251
-6,348
28 29
30
31 32