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
876
$172K 0.01%
+20,970
877
$167K 0.01%
+22,638
878
$167K 0.01%
11,682
-247
879
$163K 0.01%
+10,074
880
$148K 0.01%
+15,689
881
$146K 0.01%
+12,717
882
$120K 0.01%
18,721
+879
883
$113K 0.01%
23,049
-21,477
884
$101K 0.01%
23,497
+3,939
885
$90.7K 0.01%
+10,383
886
$83.8K 0.01%
+13,177
887
$83.2K 0.01%
4,444
+300
888
$81.5K 0.01%
25,000
889
$76.1K 0.01%
24,466
+1,882
890
$72.8K ﹤0.01%
26,673
+2,588
891
$65.1K ﹤0.01%
+14,267
892
$62K ﹤0.01%
22,712
+2,259
893
$58.2K ﹤0.01%
+10,426
894
$35.9K ﹤0.01%
14,309
+879
895
$35.2K ﹤0.01%
95,394
+6,048
896
$26.8K ﹤0.01%
76,216
+2,186
897
$24.9K ﹤0.01%
25,885
+1,884
898
$24.3K ﹤0.01%
299
+45
899
$14.1K ﹤0.01%
1,424
+79
900
$12.5K ﹤0.01%
+23
34 35
36
37 38