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
26
$5.84M 0.33%
119,319
+84,951
27
$5.71M 0.33%
42,996
+15,145
28
$5.69M 0.32%
42,064
+10,546
29
$5.46M 0.31%
50,737
+11,330
30
$5.28M 0.3%
41,452
+14,786
31
$4.9M 0.28%
52,520
+39,791
32
$4.76M 0.27%
74,336
-71,535
33
$4.76M 0.27%
62,944
-47,116
34
$4.5M 0.26%
367,510
+15,234
35
$4.44M 0.25%
69,375
+52,168
36
$4.39M 0.25%
23,215
+4,731
37
$4.31M 0.25%
18,265
+16,822
38
$4.11M 0.23%
41,628
+1,309
39
$4.06M 0.23%
66,290
-3,740
40
$4.04M 0.23%
30,471
+17,925
41
$4.01M 0.23%
24,913
+13,092
42
$3.88M 0.22%
139,746
+9,708
43
$3.78M 0.22%
10,281
+1,810
44
$3.68M 0.21%
14,556
+5,737
45
$3.68M 0.21%
28,914
+11,988
46
$3.63M 0.21%
136,467
-2,137
47
$3.62M 0.21%
17,151
+6,178
48
$3.6M 0.21%
17,742
+1,769
49
$3.58M 0.2%
25,577
+7,200
50
$3.56M 0.2%
19,458
+10,094
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