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
851
$266K 0.02%
3,728
-2,743
852
$265K 0.02%
+29,839
853
$260K 0.02%
+9,332
854
$257K 0.02%
+2,165
855
$254K 0.02%
+1,111
856
$254K 0.02%
16,584
-6,335
857
$253K 0.02%
+4,703
858
$252K 0.02%
30,948
+9,978
859
$251K 0.02%
8,826
-8,186
860
$251K 0.02%
+1,078
861
$251K 0.02%
18,430
-1,097
862
$246K 0.02%
+2,992
863
$245K 0.01%
+4,527
864
$242K 0.01%
+1,695
865
$241K 0.01%
2,820
-40,366
866
$237K 0.01%
+14,312
867
$234K 0.01%
+8,997
868
$234K 0.01%
6,662
-2,826
869
$233K 0.01%
26,383
+2,843
870
$231K 0.01%
13,455
+2,414
871
$229K 0.01%
12,423
-919
872
$228K 0.01%
+19,660
873
$228K 0.01%
+48,401
874
$228K 0.01%
+1,474
875
$227K 0.01%
12,464
+614
33 34
35
36 37