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
351
$1.23M 0.07%
21,320
+2,665
352
$1.23M 0.07%
48,766
+9,661
353
$1.23M 0.07%
16,557
+6,390
354
$1.22M 0.07%
43,508
-1,062
355
$1.22M 0.07%
104,367
-22,300
356
$1.22M 0.07%
12,700
+4,776
357
$1.22M 0.07%
108,556
-16,453
358
$1.22M 0.07%
9,565
-318
359
$1.22M 0.07%
4,579
+215
360
$1.22M 0.07%
5,111
-57
361
$1.21M 0.07%
22,026
-10,032
362
$1.21M 0.07%
23,383
-1,239
363
$1.21M 0.07%
41,740
+8,860
364
$1.21M 0.07%
20,713
+2,914
365
$1.2M 0.07%
16,517
+7,555
366
$1.2M 0.07%
17,101
-6,966
367
$1.2M 0.07%
12,945
+2,771
368
$1.2M 0.07%
14,741
-36,180
369
$1.2M 0.07%
3,473
+273
370
$1.2M 0.07%
48,025
+1,828
371
$1.19M 0.07%
25,691
+1,153
372
$1.19M 0.07%
8,353
+562
373
$1.19M 0.07%
13,166
-597
374
$1.19M 0.07%
9,183
+3,731
375
$1.18M 0.07%
17,209
-3,556
13 14
15
16 17