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
76
$3.47M 0.23%
38,847
+12,347
77
$3.45M 0.23%
18,412
-458
78
$3.42M 0.23%
24,354
+20,986
79
$3.42M 0.23%
20,684
-10,362
80
$3.37M 0.22%
53,552
+22,216
81
$3.36M 0.22%
73,771
-26,793
82
$3.35M 0.22%
56,939
-34,817
83
$3.32M 0.22%
43,689
-14,176
84
$3.32M 0.22%
54,091
+29,485
85
$3.31M 0.22%
146,347
-32,537
86
$3.3M 0.22%
+64,480
87
$3.29M 0.22%
+11,802
88
$3.29M 0.22%
51,677
-19,028
89
$3.26M 0.21%
6,943
-168
90
$3.24M 0.21%
34,926
+18,061
91
$3.22M 0.21%
14,341
-663
92
$3.21M 0.21%
11,113
+5,574
93
$3.21M 0.21%
230,728
-29,228
94
$3.18M 0.21%
22,503
-2,058
95
$3.17M 0.21%
62,925
+9,305
96
$3.16M 0.21%
34,524
+27,746
97
$3.15M 0.21%
100,715
+35,349
98
$3.14M 0.21%
+31,272
99
$3.14M 0.21%
7,312
+6,080
100
$3.12M 0.21%
47,574
-36,115
2 3
4
5 6