WG

Winton Group Portfolio holdings

AUM $2.67B
1-Year Est. Return 29.84%
This Fund
S&P 500
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 12.53%
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
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-25,406
905
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-4,200
906
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-72,770
907
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-32,010
908
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-37,996
909
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-26,674
910
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-48,382
911
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-4,625
912
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-13,995
913
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-7,874
914
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-10,150
915
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-8,986
916
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-81,133
917
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-32,567
918
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-22,414
919
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-22,506
920
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-3,417
921
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-5,330
922
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-12,457
923
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-7,311
924
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-15,897
925
– –
-74,320
35 36
37
38 39