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
676
$705K 0.04%
52,439
+5,019
677
$705K 0.04%
16,867
-4,176
678
$705K 0.04%
31,997
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679
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680
$703K 0.04%
19,909
-2,535
681
$703K 0.04%
52,199
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682
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9,796
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683
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-105
684
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16,824
-7,129
685
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34,418
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686
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21,992
+5,301
687
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8,549
-2,602
688
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689
$695K 0.04%
+8,198
690
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12,347
-4,351
691
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57,866
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695
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34,148
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697
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14,388
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698
$685K 0.04%
17,004
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699
$685K 0.04%
29,431
+3,608
700
$685K 0.04%
+18,688
26 27
28
29 30