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
751
$622K 0.04%
15,235
-2,617
752
$619K 0.04%
25,380
+1,192
753
$618K 0.04%
18,340
+6,290
754
$618K 0.04%
22,035
-513
755
$617K 0.04%
6,529
-6,719
756
$616K 0.04%
17,067
-10,267
757
$616K 0.04%
4,335
-3,817
758
$616K 0.04%
10,772
-2,298
759
$616K 0.04%
2,478
-155
760
$615K 0.04%
22,275
+578
761
$615K 0.04%
+30,884
762
$615K 0.04%
6,592
+455
763
$614K 0.04%
+6,726
764
$614K 0.04%
26,473
-1,315
765
$613K 0.04%
+3,891
766
$612K 0.03%
3,404
-1,642
767
$610K 0.03%
+16,069
768
$608K 0.03%
12,208
-1,268
769
$606K 0.03%
8,119
+135
770
$606K 0.03%
698
+2
771
$606K 0.03%
48,874
+10,487
772
$606K 0.03%
25,161
-3,059
773
$604K 0.03%
10,661
+3,901
774
$604K 0.03%
32,834
+20,826
775
$603K 0.03%
10,434
+2,194
29 30
31
32 33