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
601
$795K 0.05%
12,123
+680
602
$794K 0.05%
16,556
-2,588
603
$791K 0.05%
16,343
+568
604
$790K 0.05%
48,839
+7,410
605
$789K 0.05%
9,317
-1,124
606
$789K 0.05%
4,693
-122
607
$788K 0.05%
458,971
-26,528
608
$782K 0.04%
16,908
+632
609
$780K 0.04%
28,269
+13,255
610
$779K 0.04%
7,041
+4,452
611
$778K 0.04%
3,139
+1,107
612
$778K 0.04%
21,033
-9,637
613
$777K 0.04%
12,761
+11,267
614
$775K 0.04%
2,971
-3,761
615
$775K 0.04%
38,015
+5,408
616
$771K 0.04%
5,572
-2,954
617
$770K 0.04%
43,826
-1,237
618
$769K 0.04%
+6,262
619
$769K 0.04%
62,496
+4,618
620
$768K 0.04%
+20,214
621
$768K 0.04%
13,608
+4,730
622
$765K 0.04%
6,927
-1,719
623
$764K 0.04%
14,800
-2,108
624
$764K 0.04%
68,756
-410
625
$760K 0.04%
15,797
+3,719
23 24
25
26 27