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
826
$552K 0.03%
6,274
+355
827
$551K 0.03%
+23,265
828
$550K 0.03%
30,924
+7,739
829
$550K 0.03%
+11,939
830
$549K 0.03%
28,214
+2,360
831
$546K 0.03%
263,968
+40,028
832
$545K 0.03%
27,162
+1,253
833
$545K 0.03%
43,467
+11,654
834
$543K 0.03%
33,374
+5,197
835
$543K 0.03%
27,933
+10,467
836
$542K 0.03%
32,524
+7,673
837
$541K 0.03%
28,949
-6,204
838
$541K 0.03%
+7,459
839
$541K 0.03%
7,037
+1,836
840
$541K 0.03%
11,715
+785
841
$540K 0.03%
11,611
-524
842
$540K 0.03%
11,773
+4,719
843
$539K 0.03%
+1,448
844
$538K 0.03%
13,168
+4,624
845
$538K 0.03%
28,623
+4,559
846
$537K 0.03%
19,841
+1,944
847
$536K 0.03%
+4,696
848
$535K 0.03%
38,988
-6,943
849
$535K 0.03%
46,641
+4,921
850
$532K 0.03%
24,933
+12,880
32 33
34
35 36