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
926
$468K 0.03%
18,911
-4
927
$467K 0.03%
+3,669
928
$465K 0.03%
34,308
+4,067
929
$463K 0.03%
4,037
-4,114
930
$463K 0.03%
6,814
+1,407
931
$463K 0.03%
10,106
-9,160
932
$463K 0.03%
+7,057
933
$461K 0.03%
24,830
+554
934
$458K 0.03%
6,164
-7,997
935
$458K 0.03%
+23,397
936
$458K 0.03%
22,505
+1,345
937
$457K 0.03%
+24,876
938
$453K 0.03%
16,830
-4,644
939
$453K 0.03%
9,140
-736
940
$453K 0.03%
6,689
+270
941
$452K 0.03%
+5,470
942
$452K 0.03%
14,204
+5,456
943
$452K 0.03%
30,983
-4,629
944
$451K 0.03%
69,377
+14,854
945
$451K 0.03%
72,854
-16,228
946
$451K 0.03%
14,362
+4,960
947
$449K 0.03%
2,827
-1,810
948
$445K 0.03%
30,601
-1,049
949
$444K 0.03%
2,065
+89
950
$443K 0.03%
159,178
-3,993
36 37
38
39 40