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
126
$2.84M 0.17%
113,705
+2,752
127
$2.83M 0.17%
57,845
+7,192
128
$2.81M 0.17%
23,535
+12,312
129
$2.81M 0.17%
129,193
-17,154
130
$2.78M 0.17%
17,422
-1,485
131
$2.77M 0.17%
23,228
+19,348
132
$2.75M 0.17%
25,376
-191
133
$2.74M 0.17%
7,510
+1,136
134
$2.74M 0.17%
16,611
+12,461
135
$2.74M 0.17%
34,558
-9,131
136
$2.74M 0.17%
123,863
+90,632
137
$2.73M 0.17%
40,246
-8,573
138
$2.72M 0.17%
3,871
-175
139
$2.7M 0.16%
20,128
-12,960
140
$2.7M 0.16%
256,654
+57,514
141
$2.69M 0.16%
33,304
+394
142
$2.68M 0.16%
66,544
-7,168
143
$2.68M 0.16%
12,681
+2,730
144
$2.66M 0.16%
69,352
+6,198
145
$2.65M 0.16%
16,401
+4,281
146
$2.64M 0.16%
54,228
+6,533
147
$2.64M 0.16%
23,975
-1,316
148
$2.64M 0.16%
5,673
+4,433
149
$2.62M 0.16%
10,196
-1,427
150
$2.62M 0.16%
22,525
+18,264
4 5
6
7 8