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
776
$312K 0.02%
55,462
+44,197
777
$311K 0.02%
22,305
-33,539
778
$310K 0.02%
+120,178
779
$307K 0.02%
22,919
+1,766
780
$307K 0.02%
3,332
+474
781
$306K 0.02%
2,898
-8,366
782
$306K 0.02%
36,766
+2,144
783
$306K 0.02%
+1,764
784
$303K 0.02%
78,258
-75,836
785
$301K 0.02%
8,061
-2,682
786
$298K 0.02%
+34,888
787
$296K 0.02%
2,003
-4,412
788
$295K 0.02%
4,047
-3,452
789
$295K 0.02%
3,717
-120
790
$294K 0.02%
3,516
-1,610
791
$294K 0.02%
+12,631
792
$290K 0.02%
13,342
-13,295
793
$287K 0.02%
5,443
-2,692
794
$286K 0.02%
8,336
+389
795
$286K 0.02%
+4,194
796
$286K 0.02%
8,232
-5,311
797
$284K 0.02%
20,166
+1,804
798
$282K 0.02%
23,869
+883
799
$282K 0.02%
+8,812
800
$281K 0.02%
+7,595
30 31
32
33 34