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
$1.75B
AUM Growth
+$368M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,497
New
Increased
Reduced
Closed

Top Buys

1
+$41M
2
+$36.6M
3
+$32.1M
4
MBB icon
iShares MBS ETF
MBB
+$24.6M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$19.4M

Top Sells

1
+$13.1M
2
+$9.97M
3
+$9.39M
4
AAPL icon
Apple
AAPL
+$7.44M
5
TREX icon
Trex
TREX
+$5.56M

Sector Composition

1 Financials 15.87%
2 Consumer Discretionary 12.22%
3 Technology 11.18%
4 Healthcare 9.74%
5 Industrials 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.61M 0.09%
24,936
-4,967
227
$1.61M 0.09%
9,370
+2,395
228
$1.6M 0.09%
16,688
+426
229
$1.6M 0.09%
25,369
-55
230
$1.6M 0.09%
6,932
+3,622
231
$1.59M 0.09%
23,898
+1,726
232
$1.59M 0.09%
61,856
+2,002
233
$1.58M 0.09%
9,223
+2,994
234
$1.58M 0.09%
+28,021
235
$1.58M 0.09%
33,331
+9,230
236
$1.57M 0.09%
29,784
-2,284
237
$1.57M 0.09%
62,905
+11,791
238
$1.56M 0.09%
14,592
-1,633
239
$1.56M 0.09%
72,700
-1,376
240
$1.56M 0.09%
39,836
+5,167
241
$1.56M 0.09%
20,110
+8,879
242
$1.56M 0.09%
132,965
+104,555
243
$1.55M 0.09%
84,997
+8,047
244
$1.55M 0.09%
11,466
-15,004
245
$1.55M 0.09%
43,397
+3,378
246
$1.55M 0.09%
22,292
-5,847
247
$1.54M 0.09%
38,974
+8,015
248
$1.54M 0.09%
39,926
+2,086
249
$1.52M 0.09%
19,417
+6,548
250
$1.52M 0.09%
16,867
+525
8 9
10
11 12