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
576
$825K 0.05%
12,898
+76
577
$823K 0.05%
6,435
+3,880
578
$823K 0.05%
9,321
+4,991
579
$819K 0.05%
10,831
+2,955
580
$818K 0.05%
16,224
+1,272
581
$817K 0.05%
9,993
+2,798
582
$816K 0.05%
5,687
-3,828
583
$815K 0.05%
12,549
-8,359
584
$815K 0.05%
15,904
-397
585
$813K 0.05%
34,613
+9,059
586
$813K 0.05%
9,244
+267
587
$812K 0.05%
+10,268
588
$812K 0.05%
11,449
+1,167
589
$812K 0.05%
69,606
-6,634
590
$812K 0.05%
16,033
+1,089
591
$808K 0.05%
39,086
-2,109
592
$802K 0.05%
44,333
+8,625
593
$801K 0.05%
+42,796
594
$800K 0.05%
8,049
-2,611
595
$798K 0.05%
18,306
+1,561
596
$798K 0.05%
542
-139
597
$798K 0.05%
10,228
+4,088
598
$797K 0.05%
4,779
-2,292
599
$796K 0.05%
3,874
-654
600
$796K 0.05%
15,272
+631
22 23
24
25 26