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
651
$733K 0.04%
9,009
+4,281
652
$732K 0.04%
+16,126
653
$731K 0.04%
76,610
+15,058
654
$731K 0.04%
23,270
-15,826
655
$731K 0.04%
+2,573
656
$731K 0.04%
3,530
+198
657
$730K 0.04%
53,900
-13,191
658
$729K 0.04%
13,562
+5,360
659
$729K 0.04%
11,465
-2,548
660
$727K 0.04%
41,578
+5,019
661
$726K 0.04%
27,261
+570
662
$726K 0.04%
28,054
-21,873
663
$725K 0.04%
67,976
-32,741
664
$724K 0.04%
+11,646
665
$721K 0.04%
6,075
-5,575
666
$720K 0.04%
25,028
-4,780
667
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41,081
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668
$716K 0.04%
11,730
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669
$713K 0.04%
8,260
-6,779
670
$709K 0.04%
59,317
+9,760
671
$708K 0.04%
+36,895
672
$708K 0.04%
+4,416
673
$707K 0.04%
48,481
-11,314
674
$706K 0.04%
25,176
-1,931
675
$705K 0.04%
1,681
-530
25 26
27
28 29