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
51
$3.48M 0.2%
25,257
+9,520
52
$3.48M 0.2%
207,476
+32,569
53
$3.46M 0.2%
85,260
+49,517
54
$3.41M 0.19%
+66,692
55
$3.35M 0.19%
710
+94
56
$3.32M 0.19%
184,833
-13,546
57
$3.3M 0.19%
89,256
+17,225
58
$3.24M 0.18%
42,189
+6,301
59
$3.23M 0.18%
47,837
+12,364
60
$3.15M 0.18%
11,933
-1,553
61
$3.12M 0.18%
14,146
+484
62
$3.1M 0.18%
23,536
+3,093
63
$3.09M 0.18%
41,655
+13,104
64
$3.07M 0.18%
2,753
-193
65
$3.02M 0.17%
71,656
-4,686
66
$3.01M 0.17%
12,985
+2,751
67
$3M 0.17%
+25,386
68
$2.97M 0.17%
16,811
+1,890
69
$2.96M 0.17%
115,810
+26,117
70
$2.96M 0.17%
45,186
-5,661
71
$2.95M 0.17%
27,390
+5,041
72
$2.87M 0.16%
+40,874
73
$2.86M 0.16%
75,588
+1,198
74
$2.82M 0.16%
18,508
-746
75
$2.8M 0.16%
129,706
+70,436
1 2
3
4 5