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
101
$3.12M 0.21%
87,198
+22,852
102
$3.12M 0.21%
19,637
-4,499
103
$3.09M 0.2%
+8,439
104
$3.07M 0.2%
101,172
-2,437
105
$3.07M 0.2%
20,487
-21,520
106
$3.07M 0.2%
155,120
+12,408
107
$3.06M 0.2%
+18,907
108
$3.05M 0.2%
25,291
+1,077
109
$3.04M 0.2%
8,783
-7,501
110
$3.04M 0.2%
233,483
-63,304
111
$3.02M 0.2%
27,237
-6,121
112
$2.97M 0.2%
36,853
-11,900
113
$2.96M 0.2%
23,104
+7,163
114
$2.96M 0.19%
23,395
+1,066
115
$2.93M 0.19%
182,835
+36,541
116
$2.93M 0.19%
46,556
+21,792
117
$2.92M 0.19%
91,139
+44,725
118
$2.9M 0.19%
5,690
-1,385
119
$2.88M 0.19%
48,142
+6,028
120
$2.88M 0.19%
24,600
-12,621
121
$2.88M 0.19%
39,965
+23,328
122
$2.86M 0.19%
72,700
-1,925
123
$2.85M 0.19%
39,539
+20,837
124
$2.8M 0.18%
54,253
-38,973
125
$2.77M 0.18%
64,797
-8,876
3 4
5
6 7