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
901
$495K 0.03%
3,411
+42
902
$495K 0.03%
8,550
-1,005
903
$494K 0.03%
8,510
-2,159
904
$492K 0.03%
25,073
+12,071
905
$489K 0.03%
17,305
-8,522
906
$487K 0.03%
15,294
-979
907
$486K 0.03%
10,480
+5,240
908
$485K 0.03%
18,643
-65
909
$485K 0.03%
4,700
-13,420
910
$482K 0.03%
15,991
-4,137
911
$481K 0.03%
39,957
-5,033
912
$479K 0.03%
39,843
+1,057
913
$478K 0.03%
+10,073
914
$478K 0.03%
3,423
+418
915
$477K 0.03%
8,290
+1,916
916
$476K 0.03%
15,924
-226
917
$475K 0.03%
32,669
+4,187
918
$475K 0.03%
17,968
+478
919
$475K 0.03%
20,619
-1,227
920
$474K 0.03%
23,773
+1,952
921
$474K 0.03%
15,432
-4,417
922
$473K 0.03%
3,041
+1,317
923
$471K 0.03%
8,035
+2,452
924
$469K 0.03%
4,916
-6,084
925
$468K 0.03%
11,450
+2,215
35 36
37
38 39