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
1051
$364K 0.02%
+8,438
1052
$364K 0.02%
7,221
+1,173
1053
$364K 0.02%
20,219
+4,040
1054
$363K 0.02%
+6,023
1055
$363K 0.02%
+5,192
1056
$362K 0.02%
+16,136
1057
$362K 0.02%
10,800
-418
1058
$362K 0.02%
+14,920
1059
$359K 0.02%
2,587
-11
1060
$359K 0.02%
2,709
+335
1061
$358K 0.02%
11,661
-547
1062
$357K 0.02%
18,233
+7,778
1063
$356K 0.02%
+7,380
1064
$355K 0.02%
2,332
+899
1065
$355K 0.02%
7,871
+465
1066
$355K 0.02%
29,187
+754
1067
$354K 0.02%
8,874
+1,568
1068
$353K 0.02%
+20,248
1069
$352K 0.02%
6,890
-1,438
1070
$350K 0.02%
21,692
+1,335
1071
$350K 0.02%
6,616
-4,931
1072
$349K 0.02%
8,484
+1,045
1073
$349K 0.02%
6,355
-8,531
1074
$348K 0.02%
6,208
+666
1075
$348K 0.02%
667
-1,651
41 42
43
44 45