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
1076
$348K 0.02%
24,215
-5,579
1077
$348K 0.02%
4,664
-847
1078
$347K 0.02%
5,646
-10,292
1079
$346K 0.02%
12,031
-2,642
1080
$344K 0.02%
+2,996
1081
$343K 0.02%
33,829
+12,493
1082
$342K 0.02%
+1,515
1083
$341K 0.02%
+10,132
1084
$340K 0.02%
9,250
+1,343
1085
$340K 0.02%
1,389
-436
1086
$340K 0.02%
6,189
-8,345
1087
$340K 0.02%
33,884
+988
1088
$339K 0.02%
9,336
+78
1089
$338K 0.02%
14,246
-8,632
1090
$338K 0.02%
3,813
-383
1091
$337K 0.02%
32,646
+1,282
1092
$337K 0.02%
7,302
+860
1093
$337K 0.02%
6,490
-277
1094
$336K 0.02%
3,583
-3,658
1095
$336K 0.02%
5,115
+2,018
1096
$335K 0.02%
6,999
-148
1097
$335K 0.02%
35,801
+3,005
1098
$335K 0.02%
62,903
-5,785
1099
$334K 0.02%
7,328
+860
1100
$333K 0.02%
21,218
+6,297
42 43
44
45 46