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
451
$1.02M 0.06%
75,408
+23,771
452
$1.02M 0.06%
14,995
-9,476
453
$1.02M 0.06%
3,203
+831
454
$1.01M 0.06%
6,633
-15
455
$1.01M 0.06%
55,735
+2,389
456
$1.01M 0.06%
23,443
+14,646
457
$1.01M 0.06%
20,393
+3,770
458
$1.01M 0.06%
166,296
+102,705
459
$1M 0.06%
7,230
+3,918
460
$1M 0.06%
9,280
+3,817
461
$1M 0.06%
42,308
+1,030
462
$999K 0.06%
14,442
+2,170
463
$994K 0.06%
68,044
+11,709
464
$992K 0.06%
20,899
-9,764
465
$990K 0.06%
8,050
-832
466
$987K 0.06%
45,205
+24,934
467
$987K 0.06%
21,970
+10,221
468
$986K 0.06%
10,201
+4,011
469
$983K 0.06%
182,125
+16,144
470
$983K 0.06%
31,548
-8,118
471
$983K 0.06%
8,323
-907
472
$980K 0.06%
25,467
-4,118
473
$979K 0.06%
8,904
-2,033
474
$979K 0.06%
7,948
+5
475
$978K 0.06%
60,666
+14,552
17 18
19
20 21