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
776
$368K 0.02%
14,129
+4,775
777
$366K 0.02%
26,170
+19,562
778
$365K 0.02%
+5,231
779
$362K 0.02%
14,200
-2,524
780
$360K 0.02%
23,961
+92
781
$357K 0.02%
+3,135
782
$356K 0.02%
8,713
-17,970
783
$355K 0.02%
26,310
-4,118
784
$350K 0.02%
10,831
-1,174
785
$350K 0.02%
+11,517
786
$349K 0.02%
14,382
+1,964
787
$346K 0.02%
+34,873
788
$342K 0.02%
+8,518
789
$339K 0.02%
+7,840
790
$339K 0.02%
+14,145
791
$338K 0.02%
+8,629
792
$338K 0.02%
10,521
-8,993
793
$335K 0.02%
+5,252
794
$335K 0.02%
8,155
-3,280
795
$334K 0.02%
20,158
+5,597
796
$334K 0.02%
+2,396
797
$332K 0.02%
53,774
+4,792
798
$332K 0.02%
+11,656
799
$331K 0.02%
+3,271
800
$327K 0.02%
+741
30 31
32
33 34