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
501
$948K 0.05%
60,276
+19,277
502
$948K 0.05%
+13,681
503
$946K 0.05%
+35,696
504
$944K 0.05%
5,013
+309
505
$943K 0.05%
51,232
+27,547
506
$943K 0.05%
21,426
-56,293
507
$942K 0.05%
8,230
-702
508
$940K 0.05%
8,102
+1,135
509
$937K 0.05%
28,283
-217
510
$937K 0.05%
12,662
-1,164
511
$936K 0.05%
20,794
+7,748
512
$934K 0.05%
+64,386
513
$933K 0.05%
5,530
-311
514
$931K 0.05%
11,399
+6,858
515
$930K 0.05%
4,618
-5,013
516
$925K 0.05%
220,124
-146,344
517
$922K 0.05%
23,943
+10,136
518
$921K 0.05%
22,278
-1,598
519
$920K 0.05%
+7,341
520
$916K 0.05%
28,705
+2,538
521
$915K 0.05%
+8,784
522
$913K 0.05%
26,742
+9,252
523
$913K 0.05%
9,723
+2,644
524
$912K 0.05%
49,766
+2,581
525
$912K 0.05%
60,749
+3,915
19 20
21
22 23