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
701
$684K 0.04%
25,989
+14,204
702
$682K 0.04%
39,616
-1,560
703
$681K 0.04%
3,620
+1,080
704
$680K 0.04%
15,416
-1,357
705
$679K 0.04%
+20,272
706
$676K 0.04%
4,356
+1,083
707
$676K 0.04%
25,351
-4,151
708
$676K 0.04%
+4,419
709
$674K 0.04%
46,300
+4,809
710
$674K 0.04%
61,798
-3,962
711
$674K 0.04%
28,199
+11,607
712
$668K 0.04%
10,715
-6,897
713
$666K 0.04%
5,851
+353
714
$665K 0.04%
8,652
+4,926
715
$664K 0.04%
14,758
+2,041
716
$661K 0.04%
8,832
-1,959
717
$661K 0.04%
43,945
+5,504
718
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10,368
+821
719
$659K 0.04%
9,571
-14,789
720
$658K 0.04%
8,300
+2,032
721
$658K 0.04%
11,603
+359
722
$658K 0.04%
33,713
+7,270
723
$657K 0.04%
6,400
-1,935
724
$656K 0.04%
11,714
+6,883
725
$656K 0.04%
50,799
+26,601
27 28
29
30 31