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
1026
$383K 0.02%
14,829
+1,071
1027
$382K 0.02%
22,903
+421
1028
$382K 0.02%
70,038
+1,328
1029
$381K 0.02%
+4,657
1030
$381K 0.02%
+7,295
1031
$381K 0.02%
7,022
-8,506
1032
$379K 0.02%
14,158
+783
1033
$378K 0.02%
35,452
-5,204
1034
$375K 0.02%
12,353
+2,388
1035
$373K 0.02%
+1,207
1036
$372K 0.02%
2,805
-18
1037
$370K 0.02%
12,127
+233
1038
$370K 0.02%
10,858
-8,388
1039
$370K 0.02%
66,002
+4,057
1040
$370K 0.02%
103,085
+61,984
1041
$369K 0.02%
73,024
+12,447
1042
$368K 0.02%
164,264
-2,464
1043
$367K 0.02%
733
-633
1044
$367K 0.02%
20,510
+4,593
1045
$367K 0.02%
+10,806
1046
$366K 0.02%
+3,272
1047
$366K 0.02%
2,733
-496
1048
$366K 0.02%
76,537
+18,484
1049
$365K 0.02%
1,898
-1,518
1050
$364K 0.02%
10,255
+260
40 41
42
43 44