WG

Winton Group Portfolio holdings

AUM $2.67B
1-Year Est. Return 29.84%
This Quarter Est. Return
1 Year Est. Return
+29.84%
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
901
$6.12K ﹤0.01%
185
+27
902
$3.5K ﹤0.01%
25,000
903
– –
-64,176
904
– –
-25,406
905
– –
-4,200
906
– –
-72,770
907
– –
-32,010
908
– –
-37,996
909
– –
-26,674
910
– –
-48,382
911
– –
-4,625
912
– –
-111,276
913
– –
-157,219
914
– –
-142,230
915
– –
-17,627
916
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-11,107
917
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-4,216
918
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-11,625
919
– –
-13,995
920
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-7,874
921
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-10,150
922
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-8,986
923
– –
-81,133
924
– –
-32,567
925
– –
-22,414
35 36
37
38 39