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
201
$2.01M 0.13%
58,250
202
$2M 0.13%
19,355
-7,494
203
$2M 0.13%
33,857
+238
204
$2M 0.13%
22,460
-14,403
205
$1.98M 0.13%
6,374
-488
206
$1.95M 0.13%
38,590
-3,016
207
$1.95M 0.13%
34,082
-3,817
208
$1.95M 0.13%
13,690
+2,023
209
$1.94M 0.13%
8,490
+597
210
$1.94M 0.13%
10,774
-29,228
211
$1.93M 0.13%
33,818
+787
212
$1.92M 0.13%
5,999
+242
213
$1.91M 0.13%
3,164
+95
214
$1.91M 0.13%
35,671
+6,012
215
$1.9M 0.13%
105,084
-2,912
216
$1.89M 0.12%
7,612
-1,565
217
$1.89M 0.12%
14,069
-11,967
218
$1.89M 0.12%
4,131
+1,791
219
$1.87M 0.12%
13,823
-1,816
220
$1.86M 0.12%
20,181
+5,427
221
$1.85M 0.12%
17,948
+1,455
222
$1.83M 0.12%
62,072
+49,238
223
$1.83M 0.12%
65,349
-17,610
224
$1.82M 0.12%
5,502
-3,001
225
$1.82M 0.12%
25,478
+15,135
7 8
9
10 11