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
101
$2.3M 0.13%
17,912
-1,056
102
$2.29M 0.13%
12,458
+3,999
103
$2.29M 0.13%
63,515
-12,535
104
$2.29M 0.13%
14,673
+6,565
105
$2.28M 0.13%
89,755
+30,713
106
$2.28M 0.13%
15,291
+6,999
107
$2.28M 0.13%
7,093
+1,984
108
$2.28M 0.13%
8,016
+202
109
$2.27M 0.13%
23,270
+788
110
$2.25M 0.13%
18,611
+5,062
111
$2.25M 0.13%
23,237
+425
112
$2.25M 0.13%
47,651
-2,035
113
$2.23M 0.13%
65,913
+9,213
114
$2.23M 0.13%
13,339
-822
115
$2.22M 0.13%
13,449
-50
116
$2.21M 0.13%
+117,955
117
$2.21M 0.13%
60,052
+10,968
118
$2.21M 0.13%
21,127
+8,641
119
$2.21M 0.13%
22,742
+1,165
120
$2.2M 0.13%
49,055
-10,998
121
$2.2M 0.13%
3,563
+367
122
$2.19M 0.12%
53,816
+7,562
123
$2.19M 0.12%
119,780
-29,300
124
$2.19M 0.12%
9,891
-589
125
$2.18M 0.12%
44,572
+2,101
3 4
5
6 7