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
851
$224K 0.01%
9,354
-11,355
852
$224K 0.01%
+6,776
853
$222K 0.01%
+837
854
$220K 0.01%
+9,746
855
$220K 0.01%
35,004
+1,722
856
$220K 0.01%
+4,996
857
$218K 0.01%
28,230
+438
858
$215K 0.01%
5,470
-15,060
859
$213K 0.01%
31,042
-7,755
860
$213K 0.01%
+12,418
861
$212K 0.01%
54,241
-12,772
862
$211K 0.01%
+2,342
863
$211K 0.01%
11,478
-81,955
864
$208K 0.01%
12,337
-3,836
865
$205K 0.01%
3,902
-28,186
866
$205K 0.01%
14,732
-8,038
867
$205K 0.01%
+606
868
$205K 0.01%
+12,168
869
$204K 0.01%
+2,905
870
$203K 0.01%
+5,558
871
$201K 0.01%
2,916
-743
872
$188K 0.01%
37,927
+7,045
873
$187K 0.01%
21,130
+1,201
874
$180K 0.01%
23,540
+1,140
875
$175K 0.01%
+11,041
33 34
35
36 37