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
901
$204K 0.01%
+12,834
902
$203K 0.01%
7,820
+1,044
903
$203K 0.01%
+10,244
904
$203K 0.01%
3,162
-2,259
905
$203K 0.01%
+10,338
906
$202K 0.01%
+5,265
907
$202K 0.01%
+351
908
$199K 0.01%
10,503
-29,813
909
$195K 0.01%
35,526
+12,477
910
$193K 0.01%
10,852
-6,100
911
$188K 0.01%
+20,720
912
$184K 0.01%
37,255
+2,251
913
$181K 0.01%
19,090
-4,079
914
$176K 0.01%
+11,905
915
$166K 0.01%
+40,222
916
$151K 0.01%
20,824
-306
917
$150K 0.01%
11,755
-962
918
$147K 0.01%
14,435
-10,028
919
$136K 0.01%
19,587
-11,455
920
$135K 0.01%
13,707
-45,811
921
$135K 0.01%
34,454
-19,787
922
$128K 0.01%
+13,182
923
$118K 0.01%
+11,470
924
$118K 0.01%
20,216
-82,823
925
$118K 0.01%
23,164
-1,302
35 36
37
38 39