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
276
$1.43M 0.08%
20,176
+3,694
277
$1.42M 0.08%
10,503
+4,062
278
$1.42M 0.08%
24,483
+6,824
279
$1.42M 0.08%
32,937
-4,684
280
$1.41M 0.08%
22,887
+5,938
281
$1.41M 0.08%
109,700
+21,832
282
$1.41M 0.08%
20,248
+269
283
$1.4M 0.08%
14,523
-4,480
284
$1.39M 0.08%
10,370
+4,400
285
$1.39M 0.08%
44,212
+21,571
286
$1.39M 0.08%
25,750
+18,676
287
$1.39M 0.08%
28,375
+6,048
288
$1.39M 0.08%
43,669
+7,480
289
$1.39M 0.08%
+18,651
290
$1.38M 0.08%
30,337
-399
291
$1.38M 0.08%
4,384
-1,494
292
$1.38M 0.08%
40,204
+15,676
293
$1.37M 0.08%
15,197
-608
294
$1.37M 0.08%
21,035
-3,898
295
$1.37M 0.08%
10,563
-756
296
$1.37M 0.08%
13,862
+6,813
297
$1.37M 0.08%
3,017
-1,280
298
$1.37M 0.08%
25,756
-5,794
299
$1.37M 0.08%
5,764
+74
300
$1.36M 0.08%
18,981
+3,266
10 11
12
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