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
751
$411K 0.03%
7,104
+21
752
$411K 0.03%
+3,126
753
$406K 0.02%
9,936
+1,433
754
$405K 0.02%
+3,556
755
$405K 0.02%
+17,204
756
$404K 0.02%
2,752
-1,143
757
$400K 0.02%
11,380
+1,000
758
$399K 0.02%
7,712
+1,482
759
$399K 0.02%
+7,883
760
$396K 0.02%
12,463
-766
761
$389K 0.02%
22,313
+4,193
762
$388K 0.02%
+10,508
763
$387K 0.02%
31,407
-20,116
764
$387K 0.02%
4,920
-7,880
765
$386K 0.02%
4,571
-5,874
766
$384K 0.02%
+16,012
767
$381K 0.02%
2,522
-272,139
768
$381K 0.02%
56,791
+21,903
769
$380K 0.02%
+3,911
770
$379K 0.02%
21,270
+9,223
771
$378K 0.02%
+15,814
772
$372K 0.02%
+2,994
773
$372K 0.02%
13,322
-21,676
774
$369K 0.02%
9,525
+1,552
775
$369K 0.02%
31,519
+3,289
29 30
31
32 33