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
1201
$257K 0.01%
31,350
-1,098
1202
$256K 0.01%
8,966
-2,625
1203
$256K 0.01%
1,228
-1,767
1204
$256K 0.01%
1,932
+354
1205
$256K 0.01%
36,329
+1,855
1206
$255K 0.01%
3,512
-514
1207
$255K 0.01%
12,556
-214
1208
$255K 0.01%
5,837
-16,065
1209
$254K 0.01%
+3,542
1210
$254K 0.01%
+22,850
1211
$254K 0.01%
+2,025
1212
$253K 0.01%
37,555
-216
1213
$252K 0.01%
3,616
-6,084
1214
$250K 0.01%
1,661
-7,993
1215
$249K 0.01%
+8,758
1216
$249K 0.01%
34,548
+779
1217
$248K 0.01%
+6,259
1218
$248K 0.01%
+10,876
1219
$248K 0.01%
+11,129
1220
$247K 0.01%
13,654
-1,196
1221
$247K 0.01%
49,548
-8,089
1222
$245K 0.01%
72,435
-5,517
1223
$245K 0.01%
+13,197
1224
$245K 0.01%
+7,306
1225
$245K 0.01%
43,364
-2,906
47 48
49
50 51