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
$1.64B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
825
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$25.3M
3
+$19.6M
4
INTC icon
Intel
INTC
+$14.1M
5
COKE icon
Coca-Cola Consolidated
COKE
+$12.3M

Top Sells

1
+$18M
2
+$15.1M
3
+$13.1M
4
AVGO icon
Broadcom
AVGO
+$12.1M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$11M

Sector Composition

1 Financials 22.26%
2 Consumer Discretionary 17.14%
3 Technology 13.47%
4 Industrials 12.3%
5 Healthcare 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.38M 0.33%
20,167
-7,912
77
$5.32M 0.32%
+77,443
78
$5.29M 0.32%
265,210
-14,429
79
$5.25M 0.32%
+86,296
80
$5.19M 0.32%
+156,746
81
$5.18M 0.32%
+79,316
82
$5.12M 0.31%
+49,808
83
$5.04M 0.31%
+73,603
84
$5.03M 0.31%
101,361
+86,513
85
$4.98M 0.3%
+119,482
86
$4.95M 0.3%
+28,064
87
$4.91M 0.3%
52,495
-118,231
88
$4.88M 0.3%
366,055
+4,719
89
$4.85M 0.3%
60,434
+502
90
$4.85M 0.3%
114,394
-1,531
91
$4.71M 0.29%
130,546
+102,230
92
$4.66M 0.28%
+77,228
93
$4.47M 0.27%
+15,662
94
$4.28M 0.26%
+45,680
95
$4.22M 0.26%
166,409
+10,668
96
$4.2M 0.26%
+55,017
97
$4.11M 0.25%
220,987
+28,036
98
$4.05M 0.25%
45,066
+40,787
99
$4.03M 0.25%
59,518
-32,577
100
$4.02M 0.24%
21,138
+7,441
2 3
4
5 6