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
176
$2.33M 0.14%
4,160
+2,584
177
$2.33M 0.14%
66,461
-55,691
178
$2.33M 0.14%
33,890
+10,009
179
$2.32M 0.14%
73,375
+675
180
$2.32M 0.14%
81,100
+18,565
181
$2.31M 0.14%
29,154
-4,296
182
$2.3M 0.14%
43,541
+586
183
$2.29M 0.14%
43,459
+5,462
184
$2.29M 0.14%
6,295
+4,417
185
$2.27M 0.14%
32,990
-2,351
186
$2.26M 0.14%
14,622
+1,554
187
$2.26M 0.14%
58,111
+20,435
188
$2.23M 0.14%
17,188
+2,733
189
$2.23M 0.14%
21,926
+18,128
190
$2.23M 0.14%
42,400
+22,120
191
$2.21M 0.14%
26,362
-2,628
192
$2.19M 0.13%
+56,383
193
$2.19M 0.13%
16,952
+14,431
194
$2.18M 0.13%
8,850
+360
195
$2.18M 0.13%
58,250
196
$2.17M 0.13%
73,803
+39,203
197
$2.16M 0.13%
21,072
-6,131
198
$2.16M 0.13%
12,583
-5,829
199
$2.16M 0.13%
37,975
+25,012
200
$2.15M 0.13%
27,416
-59,147
6 7
8
9 10