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
826
$288K 0.02%
+3,485
827
$288K 0.02%
+4,562
828
$285K 0.02%
11,806
-12,000
829
$285K 0.02%
6,481
+923
830
$284K 0.02%
+16,016
831
$282K 0.02%
+6,831
832
$282K 0.02%
+20,111
833
$282K 0.02%
18,865
-41,803
834
$281K 0.02%
4,760
+566
835
$280K 0.02%
17,997
-679
836
$278K 0.02%
3,337
-8,560
837
$277K 0.02%
12,925
+2,634
838
$277K 0.02%
2,576
-24,661
839
$275K 0.02%
+803
840
$274K 0.02%
+6,953
841
$274K 0.02%
24,957
-14,085
842
$274K 0.02%
+5,664
843
$274K 0.02%
5,659
-36
844
$273K 0.02%
+4,625
845
$273K 0.02%
8,570
-14,652
846
$271K 0.02%
+8,847
847
$270K 0.02%
+7,729
848
$269K 0.02%
7,229
-580
849
$267K 0.02%
4,501
-101,438
850
$266K 0.02%
7,743
-5,147
32 33
34
35 36