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
976
$419K 0.02%
+26,696
977
$418K 0.02%
8,689
+375
978
$414K 0.02%
14,066
+3,313
979
$411K 0.02%
22,348
+766
980
$411K 0.02%
1,145
+348
981
$410K 0.02%
7,707
+1,596
982
$410K 0.02%
9,644
+645
983
$407K 0.02%
14,992
-23,508
984
$406K 0.02%
9,230
+382
985
$406K 0.02%
+9,263
986
$405K 0.02%
9,139
-49
987
$405K 0.02%
41,620
-15,220
988
$403K 0.02%
35,605
-2,352
989
$403K 0.02%
15,196
+387
990
$402K 0.02%
4,765
-316
991
$401K 0.02%
33,183
+2,501
992
$401K 0.02%
3,190
+262
993
$400K 0.02%
47,349
-45,629
994
$400K 0.02%
3,952
+625
995
$400K 0.02%
120,382
+10,484
996
$400K 0.02%
27,769
-1,242
997
$400K 0.02%
+6,323
998
$399K 0.02%
29,669
+1,677
999
$397K 0.02%
6,349
+950
1000
$397K 0.02%
13,223
+1,124
38 39
40
41 42