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
726
$655K 0.04%
3,649
-136
727
$648K 0.04%
+7,880
728
$647K 0.04%
9,385
+1,807
729
$647K 0.04%
1,729
+550
730
$647K 0.04%
6,511
-1,230
731
$646K 0.04%
4,113
+173
732
$644K 0.04%
6,575
+2,407
733
$644K 0.04%
6,143
-3,790
734
$644K 0.04%
+15,803
735
$641K 0.04%
7,605
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736
$639K 0.04%
7,964
-9,171
737
$639K 0.04%
30,585
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738
$635K 0.04%
15,211
+4,330
739
$634K 0.04%
36,794
-192
740
$634K 0.04%
12,141
+4,897
741
$631K 0.04%
21,661
-18,497
742
$629K 0.04%
17,877
-1,954
743
$628K 0.04%
9,862
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744
$628K 0.04%
9,104
+4,021
745
$628K 0.04%
9,874
-7,662
746
$627K 0.04%
44,030
+6,423
747
$626K 0.04%
7,860
-2,204
748
$626K 0.04%
13,673
+1,047
749
$625K 0.04%
4,810
+194
750
$625K 0.04%
24,409
+2,266
28 29
30
31 32