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
526
$905K 0.05%
+39,598
527
$905K 0.05%
13,890
+900
528
$904K 0.05%
11,238
-5,698
529
$902K 0.05%
10,824
-2,433
530
$902K 0.05%
2,769
+979
531
$902K 0.05%
7,997
+852
532
$897K 0.05%
20,103
+2,210
533
$892K 0.05%
9,434
-1,334
534
$891K 0.05%
25,500
-872
535
$891K 0.05%
21,009
-10,557
536
$888K 0.05%
9,990
+1,534
537
$887K 0.05%
5,401
+1,544
538
$885K 0.05%
18,339
-5,743
539
$883K 0.05%
9,293
+1,859
540
$881K 0.05%
27,409
+4,189
541
$878K 0.05%
34,319
+1,643
542
$877K 0.05%
78,453
-12,204
543
$875K 0.05%
7,720
+3,964
544
$873K 0.05%
34,162
+3,457
545
$872K 0.05%
2,667
-1,458
546
$871K 0.05%
23,488
+4,105
547
$870K 0.05%
70,925
-9,215
548
$869K 0.05%
36,858
+4,351
549
$865K 0.05%
24,211
+808
550
$864K 0.05%
33,515
+2,854
20 21
22
23 24