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
$1.52B
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
176
$2.26M 0.15%
111,343
+7,323
177
$2.25M 0.15%
86,356
+12,518
178
$2.25M 0.15%
4,239
-2,092
179
$2.24M 0.15%
66,005
+41,532
180
$2.21M 0.15%
5,514
+1,075
181
$2.21M 0.15%
16,273
+8,670
182
$2.2M 0.14%
76,575
-4,561
183
$2.18M 0.14%
18,242
+7,442
184
$2.18M 0.14%
13,463
-34,072
185
$2.17M 0.14%
35,268
+1,170
186
$2.16M 0.14%
27,203
+1,649
187
$2.15M 0.14%
28,151
-3,424
188
$2.14M 0.14%
46,819
+453
189
$2.13M 0.14%
8,663
-2,561
190
$2.11M 0.14%
10,117
-5,883
191
$2.08M 0.14%
11,844
+257
192
$2.07M 0.14%
12,120
+2,324
193
$2.07M 0.14%
+12,485
194
$2.07M 0.14%
62,535
-11,899
195
$2.07M 0.14%
6,018
+3,523
196
$2.06M 0.14%
25,012
-8,651
197
$2.05M 0.14%
98,164
-36,491
198
$2.04M 0.13%
9,951
+452
199
$2.03M 0.13%
34,736
-8,763
200
$2.02M 0.13%
3,633
-2,030
6 7
8
9 10