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
176
$2.12M 0.13%
116,680
+51,932
177
$2.12M 0.13%
87,546
-70,604
178
$2.1M 0.13%
71,832
+57,313
179
$2.09M 0.13%
4,800
-9,016
180
$2.07M 0.13%
+31,505
181
$2.06M 0.13%
3,635
-2,353
182
$2.05M 0.12%
13,433
+6,821
183
$2.02M 0.12%
55,852
-37,873
184
$2.01M 0.12%
28,013
+16,883
185
$2M 0.12%
61,464
+16,331
186
$1.98M 0.12%
+138,785
187
$1.98M 0.12%
17,614
-30,846
188
$1.97M 0.12%
5,237
-4,750
189
$1.96M 0.12%
+385,673
190
$1.92M 0.12%
18,701
+4,667
191
$1.92M 0.12%
3,309
+1,464
192
$1.9M 0.12%
+24,181
193
$1.9M 0.12%
14,531
-29,927
194
$1.89M 0.12%
+17,842
195
$1.87M 0.11%
28,477
-49,921
196
$1.86M 0.11%
26,373
-99,777
197
$1.83M 0.11%
+6,748
198
$1.83M 0.11%
1,930
-2,791
199
$1.81M 0.11%
+37,462
200
$1.8M 0.11%
7,110
+3,569
6 7
8
9 10