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
76
$2.73M 0.16%
12,616
-2,734
77
$2.69M 0.15%
28,912
+2,580
78
$2.66M 0.15%
+45,819
79
$2.65M 0.15%
9,871
-1,216
80
$2.64M 0.15%
44,311
+1,566
81
$2.56M 0.15%
100,553
+22,493
82
$2.53M 0.14%
27,540
+2,450
83
$2.51M 0.14%
105,352
-5,157
84
$2.48M 0.14%
25,895
-3,909
85
$2.48M 0.14%
72,390
+7,191
86
$2.47M 0.14%
40,607
+3,316
87
$2.47M 0.14%
669
+87
88
$2.46M 0.14%
8,043
-3,074
89
$2.45M 0.14%
45,179
+1,386
90
$2.45M 0.14%
1,742
+104
91
$2.44M 0.14%
26,185
-1,599
92
$2.42M 0.14%
82,924
-8,716
93
$2.42M 0.14%
85,150
+12,850
94
$2.41M 0.14%
+53,402
95
$2.37M 0.14%
+72,920
96
$2.37M 0.14%
61,495
-13,043
97
$2.37M 0.14%
73,656
+6,315
98
$2.33M 0.13%
9,444
+1,523
99
$2.33M 0.13%
64,269
+46,951
100
$2.31M 0.13%
6,084
+649
2 3
4
5 6