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
1001
$397K 0.02%
18,393
-17,702
1002
$395K 0.02%
+11,804
1003
$395K 0.02%
1,740
+114
1004
$395K 0.02%
12,798
-1,686
1005
$395K 0.02%
6,442
+757
1006
$395K 0.02%
7,800
-1,907
1007
$393K 0.02%
5,026
-1,356
1008
$393K 0.02%
24,506
+17,720
1009
$393K 0.02%
+2,165
1010
$393K 0.02%
+12,363
1011
$392K 0.02%
18,747
-414
1012
$392K 0.02%
2,612
+1,119
1013
$390K 0.02%
12,867
-1,234
1014
$390K 0.02%
+4,163
1015
$389K 0.02%
13,355
-1,364
1016
$388K 0.02%
9,819
+1,152
1017
$388K 0.02%
+17,836
1018
$388K 0.02%
1,761
+860
1019
$388K 0.02%
8,146
+2
1020
$388K 0.02%
2,717
+346
1021
$387K 0.02%
7,026
+858
1022
$386K 0.02%
+13,049
1023
$385K 0.02%
29,173
-2,407
1024
$385K 0.02%
3,164
-1,051
1025
$384K 0.02%
+2,802
39 40
41
42 43