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
151
$2.56M 0.16%
11,340
-9,671
152
$2.56M 0.16%
+255,680
153
$2.55M 0.16%
+36,958
154
$2.53M 0.15%
+36,660
155
$2.5M 0.15%
+255,907
156
$2.44M 0.15%
142,843
+125,880
157
$2.43M 0.15%
18,755
+6,760
158
$2.43M 0.15%
+34,299
159
$2.43M 0.15%
+22,393
160
$2.4M 0.15%
45,033
-283,535
161
$2.38M 0.15%
47,065
+25,446
162
$2.37M 0.14%
+31,018
163
$2.32M 0.14%
+288,549
164
$2.29M 0.14%
6,796
-7,776
165
$2.28M 0.14%
10,308
+5,349
166
$2.27M 0.14%
19,905
-3,770
167
$2.27M 0.14%
46,171
-82,768
168
$2.25M 0.14%
+148,247
169
$2.24M 0.14%
30,881
-12,746
170
$2.23M 0.14%
46,234
+21,603
171
$2.23M 0.14%
2,698
-1,550
172
$2.21M 0.13%
21,937
-34,209
173
$2.21M 0.13%
+16,890
174
$2.2M 0.13%
+71,463
175
$2.2M 0.13%
32,740
+15,351
5 6
7
8 9