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
776
$603K 0.03%
19,577
+1,296
777
$601K 0.03%
+4,194
778
$599K 0.03%
17,016
-602
779
$599K 0.03%
9,782
-3,180
780
$599K 0.03%
9,719
+505
781
$599K 0.03%
8,916
-302
782
$596K 0.03%
40,564
+22,203
783
$595K 0.03%
49,283
+15,913
784
$594K 0.03%
5,497
-3,581
785
$593K 0.03%
14,423
-2,349
786
$593K 0.03%
151,580
+10,738
787
$591K 0.03%
14,055
+274
788
$590K 0.03%
2,957
+1,880
789
$589K 0.03%
2,361
+614
790
$588K 0.03%
11,669
-2,206
791
$588K 0.03%
31,010
+1,358
792
$587K 0.03%
4,889
-3,681
793
$586K 0.03%
29,134
+783
794
$583K 0.03%
39,247
+8,590
795
$581K 0.03%
74,913
+61,845
796
$577K 0.03%
4,201
-2,873
797
$577K 0.03%
11,250
-3,844
798
$575K 0.03%
40,198
+28,913
799
$575K 0.03%
280,302
+39,941
800
$574K 0.03%
+6,749
30 31
32
33 34