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
876
$512K 0.03%
5,137
+742
877
$511K 0.03%
11,636
+762
878
$511K 0.03%
10,068
-3,599
879
$510K 0.03%
+6,598
880
$510K 0.03%
26,337
+245
881
$508K 0.03%
12,200
-4,488
882
$507K 0.03%
5,128
-108
883
$506K 0.03%
11,479
-2,881
884
$506K 0.03%
13,812
+788
885
$505K 0.03%
+15,738
886
$504K 0.03%
6,111
+2,381
887
$502K 0.03%
13,922
+89
888
$502K 0.03%
3,519
-1,006
889
$501K 0.03%
6,999
-697
890
$501K 0.03%
10,250
-317
891
$501K 0.03%
9,342
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892
$500K 0.03%
9,094
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893
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2,624
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894
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895
$498K 0.03%
26,814
-1,199
896
$497K 0.03%
16,048
-4,612
897
$497K 0.03%
17,923
+625
898
$497K 0.03%
18,640
-6,800
899
$496K 0.03%
158,079
-19,267
900
$495K 0.03%
+3,499
34 35
36
37 38