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
751
$344K 0.02%
+5,421
752
$344K 0.02%
483
-349
753
$344K 0.02%
+7,561
754
$343K 0.02%
9,017
+331
755
$342K 0.02%
6,659
-1,672
756
$340K 0.02%
2,489
-3,728
757
$340K 0.02%
+25,383
758
$335K 0.02%
18,047
+1,267
759
$335K 0.02%
+16,287
760
$334K 0.02%
+5,241
761
$334K 0.02%
2,131
-2,843
762
$334K 0.02%
18,120
-11,703
763
$334K 0.02%
6,433
-5,916
764
$333K 0.02%
+3,798
765
$330K 0.02%
390
766
$330K 0.02%
10,758
-381
767
$329K 0.02%
8,503
+813
768
$328K 0.02%
+7,280
769
$323K 0.02%
4,121
-3,177
770
$323K 0.02%
+22,159
771
$322K 0.02%
12,492
-83,222
772
$321K 0.02%
+2,521
773
$319K 0.02%
7,973
+347
774
$315K 0.02%
+6,230
775
$314K 0.02%
19,978
-4,765
29 30
31
32 33