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
826
$245K 0.02%
4,198
-82
827
$243K 0.02%
+744
828
$241K 0.02%
+22,397
829
$241K 0.02%
11,850
-6,638
830
$240K 0.02%
+859
831
$239K 0.02%
715
-385
832
$238K 0.02%
11,919
-1,567
833
$236K 0.02%
2,898
-10,979
834
$236K 0.02%
+12,047
835
$235K 0.02%
+24,404
836
$235K 0.02%
23,169
-67,861
837
$235K 0.02%
3,455
-4,920
838
$234K 0.02%
18,676
+3,275
839
$233K 0.02%
+177
840
$233K 0.02%
+1,029
841
$233K 0.02%
+1,285
842
$231K 0.02%
+2,973
843
$231K 0.02%
615
-722
844
$230K 0.02%
+68,437
845
$230K 0.02%
9,488
-4,878
846
$229K 0.02%
+8,582
847
$229K 0.02%
+10,291
848
$228K 0.02%
5,695
-10,254
849
$226K 0.01%
+9,229
850
$224K 0.01%
+7,568
32 33
34
35 36