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
251
$1.52M 0.09%
26,539
+8,184
252
$1.51M 0.09%
11,793
-2,384
253
$1.51M 0.09%
55,637
-10,210
254
$1.51M 0.09%
14,095
+5,502
255
$1.51M 0.09%
20,523
+7,129
256
$1.51M 0.09%
88,979
-33,761
257
$1.5M 0.09%
62,864
+2,469
258
$1.5M 0.09%
59,036
+14,914
259
$1.49M 0.09%
18,284
+14,756
260
$1.47M 0.08%
7,697
+3,039
261
$1.47M 0.08%
15,353
+6,913
262
$1.46M 0.08%
46,029
+6,273
263
$1.46M 0.08%
13,281
-30
264
$1.46M 0.08%
14,611
+601
265
$1.46M 0.08%
8,882
-1,359
266
$1.46M 0.08%
6,521
+237
267
$1.46M 0.08%
10,013
-2,011
268
$1.45M 0.08%
11,231
+4,538
269
$1.45M 0.08%
19,558
-1,148
270
$1.44M 0.08%
41,979
+7,256
271
$1.44M 0.08%
20,085
+9,832
272
$1.44M 0.08%
44,180
-1,033
273
$1.44M 0.08%
47,845
+14,852
274
$1.44M 0.08%
7,631
+1,942
275
$1.44M 0.08%
55,052
+20,265
9 10
11
12 13