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
801
$573K 0.03%
115,312
+6,800
802
$572K 0.03%
+8,092
803
$572K 0.03%
+7,918
804
$572K 0.03%
27,628
+1,854
805
$571K 0.03%
9,323
+38
806
$570K 0.03%
17,459
-4,929
807
$569K 0.03%
+4,744
808
$569K 0.03%
54,384
+33,839
809
$568K 0.03%
24,730
-19,868
810
$568K 0.03%
16,074
+6,147
811
$568K 0.03%
37,556
+19,143
812
$568K 0.03%
4,799
-830
813
$566K 0.03%
27,930
+1,847
814
$566K 0.03%
11,946
+742
815
$565K 0.03%
8,158
-12,558
816
$565K 0.03%
7,658
+215
817
$564K 0.03%
122,419
+36,545
818
$562K 0.03%
+48,304
819
$562K 0.03%
25,771
+8,504
820
$559K 0.03%
6,684
+268
821
$556K 0.03%
+12,143
822
$555K 0.03%
2,794
+11
823
$554K 0.03%
22,384
+1,493
824
$553K 0.03%
30,215
+4,448
825
$553K 0.03%
8,310
+1,245
31 32
33
34 35