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
1126
$313K 0.02%
10,579
-1,060
1127
$312K 0.02%
106,961
+739
1128
$311K 0.02%
5,937
-1,979
1129
$311K 0.02%
18,482
+6,018
1130
$311K 0.02%
11,446
+543
1131
$309K 0.02%
6,793
-395
1132
$308K 0.02%
1,059
-8,784
1133
$307K 0.02%
+3,440
1134
$304K 0.02%
1,050
-1,140
1135
$304K 0.02%
20,723
+10,078
1136
$303K 0.02%
+1,158
1137
$301K 0.02%
12,626
-12,035
1138
$300K 0.02%
+2,402
1139
$300K 0.02%
+3,972
1140
$300K 0.02%
4,951
-561
1141
$300K 0.02%
+13,534
1142
$300K 0.02%
3,394
+970
1143
$300K 0.02%
13,146
-2,872
1144
$299K 0.02%
2,667
-86
1145
$298K 0.02%
21,938
+3,128
1146
$297K 0.02%
+22,453
1147
$297K 0.02%
+1,093
1148
$297K 0.02%
21,548
+5,406
1149
$297K 0.02%
19,428
+5,251
1150
$296K 0.02%
+12,447
44 45
46
47 48