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
$1.52B
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
151
$2.48M 0.16%
32,027
-1,798
152
$2.48M 0.16%
19,251
-19,225
153
$2.48M 0.16%
50,653
-20,767
154
$2.48M 0.16%
+17,937
155
$2.48M 0.16%
73,712
-4,423
156
$2.48M 0.16%
74,675
+11,911
157
$2.47M 0.16%
199,140
+19,165
158
$2.46M 0.16%
+32,910
159
$2.44M 0.16%
48,892
+15,522
160
$2.44M 0.16%
35,341
-716
161
$2.44M 0.16%
362,173
+155,758
162
$2.43M 0.16%
+9,094
163
$2.42M 0.16%
4,046
+1,820
164
$2.38M 0.16%
73,484
-29,995
165
$2.38M 0.16%
7,176
-6,694
166
$2.37M 0.16%
28,990
-3,005
167
$2.36M 0.16%
32,666
-13,126
168
$2.36M 0.16%
19,123
-25,614
169
$2.35M 0.16%
28,598
+18,498
170
$2.35M 0.16%
16,775
-6,529
171
$2.35M 0.16%
11,623
-1,188
172
$2.35M 0.15%
+50,742
173
$2.33M 0.15%
20,107
+1,029
174
$2.33M 0.15%
47,695
+1,302
175
$2.27M 0.15%
19,545
+5,335
5 6
7
8 9