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
301
$1.36M 0.08%
27,667
-1,172
302
$1.36M 0.08%
19,603
-1,465
303
$1.35M 0.08%
10,144
-9,924
304
$1.35M 0.08%
5,724
+666
305
$1.35M 0.08%
26,505
-1,354
306
$1.35M 0.08%
25,134
-5,047
307
$1.35M 0.08%
89,907
-9,050
308
$1.35M 0.08%
9,617
-300
309
$1.35M 0.08%
92,535
-2,819
310
$1.34M 0.08%
32,483
+12,277
311
$1.33M 0.08%
36,428
+6,692
312
$1.33M 0.08%
53,215
-18,055
313
$1.33M 0.08%
15,308
-2,590
314
$1.33M 0.08%
4,273
-451
315
$1.33M 0.08%
4,450
+856
316
$1.33M 0.08%
30,862
+1,468
317
$1.33M 0.08%
58,749
-15,130
318
$1.33M 0.08%
14,163
+349
319
$1.32M 0.08%
55,666
+6,162
320
$1.32M 0.08%
61,976
+2,582
321
$1.32M 0.08%
6,613
+3,323
322
$1.32M 0.08%
10,079
-3,237
323
$1.31M 0.07%
26,601
-8,862
324
$1.3M 0.07%
16,720
-1,382
325
$1.3M 0.07%
18,577
+3,342
11 12
13
14 15