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
126
$3.24M 0.2%
10,386
+767
127
$3.24M 0.2%
20,922
+8,194
128
$3.23M 0.2%
85,270
+54,408
129
$3.17M 0.19%
+14,290
130
$3.17M 0.19%
33,960
+2,880
131
$3.15M 0.19%
+295,375
132
$3.06M 0.19%
19,151
+11,255
133
$3.02M 0.18%
23,528
+10,811
134
$3M 0.18%
87,561
+54,723
135
$2.97M 0.18%
71,065
+41,415
136
$2.96M 0.18%
12,988
-10,446
137
$2.92M 0.18%
+60,372
138
$2.86M 0.17%
56,913
+47,090
139
$2.85M 0.17%
+31,202
140
$2.85M 0.17%
17,060
-17,019
141
$2.84M 0.17%
+17,275
142
$2.83M 0.17%
41,482
-429
143
$2.83M 0.17%
62,061
-95,117
144
$2.82M 0.17%
10,727
+6,592
145
$2.8M 0.17%
135,764
+16,512
146
$2.72M 0.17%
101,966
-92,874
147
$2.71M 0.17%
11,115
-4,198
148
$2.68M 0.16%
+202,856
149
$2.61M 0.16%
+32,773
150
$2.61M 0.16%
15,151
+9,558
4 5
6
7 8