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
101
$3.94M 0.24%
6,839
+2,723
102
$3.88M 0.24%
44,166
-7,417
103
$3.74M 0.23%
104,176
-173,858
104
$3.73M 0.23%
7,124
+5,112
105
$3.7M 0.23%
+45,341
106
$3.69M 0.22%
+44,816
107
$3.64M 0.22%
32,507
-121
108
$3.63M 0.22%
343,317
-212,794
109
$3.61M 0.22%
21,777
+19,849
110
$3.6M 0.22%
35,906
+30,546
111
$3.59M 0.22%
+17,528
112
$3.55M 0.22%
+30,469
113
$3.49M 0.21%
8,314
-7,186
114
$3.49M 0.21%
385,493
+311,449
115
$3.45M 0.21%
+7,715
116
$3.43M 0.21%
+30,307
117
$3.41M 0.21%
+16,591
118
$3.39M 0.21%
133,790
+20,331
119
$3.36M 0.2%
190,528
+147,564
120
$3.35M 0.2%
33,932
+1,384
121
$3.28M 0.2%
117,772
+4,858
122
$3.28M 0.2%
6,626
+4,670
123
$3.28M 0.2%
341,969
+263,078
124
$3.28M 0.2%
+148,955
125
$3.25M 0.2%
+364,741
3 4
5
6 7