WG

Winton Group Portfolio holdings

AUM $2.67B
1-Year Est. Return 29.84%
This Quarter Est. Return
1 Year Est. Return
+29.84%
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
State Street Financial Select Sector SPDR ETF
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
551
$863K 0.05%
83,795
+8,032
552
$862K 0.05%
9,620
-2,754
553
$861K 0.05%
2,418
+45
554
$859K 0.05%
15,882
+61
555
$857K 0.05%
13,376
-1,741
556
$856K 0.05%
6,415
-1,624
557
$855K 0.05%
11,320
+3,120
558
$852K 0.05%
5,661
-993
559
$852K 0.05%
47,235
+8,165
560
$851K 0.05%
+35,711
561
$848K 0.05%
34,147
+1,447
562
$846K 0.05%
10,896
-1,363
563
$845K 0.05%
4,630
-19
564
$845K 0.05%
10,534
-2,550
565
$845K 0.05%
+38,222
566
$839K 0.05%
36,092
+3,382
567
$836K 0.05%
5,872
+548
568
$835K 0.05%
13,026
-3,415
569
$835K 0.05%
23,375
+1,103
570
$833K 0.05%
10,439
+2,127
571
$831K 0.05%
2,072
+1,074
572
$828K 0.05%
20,667
+803
573
$827K 0.05%
27,465
-35
574
$827K 0.05%
40,480
+2,351
575
$827K 0.05%
6,964
-34
21 22
23
24 25