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
201
$1.8M 0.11%
+8,509
202
$1.78M 0.11%
+2,839
203
$1.76M 0.11%
35,612
+8,787
204
$1.73M 0.11%
+243,995
205
$1.73M 0.11%
+191,262
206
$1.68M 0.1%
50,700
207
$1.67M 0.1%
+47,557
208
$1.66M 0.1%
28,235
-11,018
209
$1.61M 0.1%
5,187
+1,924
210
$1.59M 0.1%
+140,990
211
$1.59M 0.1%
30,014
-9,977
212
$1.59M 0.1%
85,501
+25,292
213
$1.58M 0.1%
+151,180
214
$1.58M 0.1%
37,406
-46,905
215
$1.56M 0.09%
+799
216
$1.51M 0.09%
+89,030
217
$1.5M 0.09%
+6,787
218
$1.5M 0.09%
4,717
+2,568
219
$1.49M 0.09%
87,037
-341,287
220
$1.49M 0.09%
+40,956
221
$1.49M 0.09%
+11,237
222
$1.47M 0.09%
+47,334
223
$1.47M 0.09%
+16,971
224
$1.45M 0.09%
+9,055
225
$1.43M 0.09%
35,329
-5,140
7 8
9
10 11