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
401
$1.11M 0.06%
68,457
+19,364
402
$1.11M 0.06%
46,702
-6,318
403
$1.1M 0.06%
112,903
+4,208
404
$1.1M 0.06%
45,728
+21,428
405
$1.1M 0.06%
19,359
+1,421
406
$1.1M 0.06%
4,082
+1,524
407
$1.09M 0.06%
4,855
+499
408
$1.09M 0.06%
24,318
+5,391
409
$1.09M 0.06%
22,011
-545
410
$1.09M 0.06%
32,566
+4,840
411
$1.08M 0.06%
9,978
+3,468
412
$1.08M 0.06%
20,212
+1,898
413
$1.08M 0.06%
23,433
+2,117
414
$1.08M 0.06%
91,541
-89
415
$1.08M 0.06%
+6,656
416
$1.08M 0.06%
10,571
+2,409
417
$1.08M 0.06%
58,542
+308
418
$1.07M 0.06%
1,881
-857
419
$1.07M 0.06%
22,929
+5,439
420
$1.07M 0.06%
52,876
+36,669
421
$1.07M 0.06%
16,247
-232
422
$1.07M 0.06%
12,010
-9,894
423
$1.06M 0.06%
19,470
-1,172
424
$1.06M 0.06%
14,610
+2,026
425
$1.06M 0.06%
13,153
-709
15 16
17
18 19