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
801
$326K 0.02%
20,375
-4,986
802
$324K 0.02%
15,355
-6,382
803
$321K 0.02%
+9,548
804
$319K 0.02%
+10,001
805
$317K 0.02%
5,564
-1,095
806
$317K 0.02%
+1,747
807
$317K 0.02%
+7,333
808
$317K 0.02%
+1,301
809
$317K 0.02%
4,157
+36
810
$315K 0.02%
324
-577
811
$314K 0.02%
+26,147
812
$314K 0.02%
13,234
+4,652
813
$312K 0.02%
33,733
-76,489
814
$310K 0.02%
104,717
+26,459
815
$310K 0.02%
25,817
+11,085
816
$309K 0.02%
9,363
-5,228
817
$307K 0.02%
+9,004
818
$305K 0.02%
+2,940
819
$304K 0.02%
22,620
+1,897
820
$301K 0.02%
+6,778
821
$300K 0.02%
+17,049
822
$294K 0.02%
25,985
+1,766
823
$293K 0.02%
+9,060
824
$293K 0.02%
+15,334
825
$293K 0.02%
10,021
-2,610
31 32
33
34 35