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
1276
$206K 0.01%
+6,905
1277
$206K 0.01%
3,522
+1,941
1278
$205K 0.01%
4,371
-3,419
1279
$205K 0.01%
+4,174
1280
$205K 0.01%
7,450
-7,540
1281
$204K 0.01%
19,444
+2,613
1282
$203K 0.01%
60,484
-4,956
1283
$202K 0.01%
+3,002
1284
$202K 0.01%
+5,052
1285
$202K 0.01%
+3,235
1286
$202K 0.01%
+10,976
1287
$201K 0.01%
+3,165
1288
$200K 0.01%
+594
1289
$198K 0.01%
17,871
+3,237
1290
$198K 0.01%
16,768
+1,907
1291
$196K 0.01%
19,846
-45,703
1292
$193K 0.01%
+12,741
1293
$192K 0.01%
19,930
+5,892
1294
$190K 0.01%
+11,928
1295
$187K 0.01%
29,566
+3,170
1296
$185K 0.01%
22,864
-11,076
1297
$183K 0.01%
+10,732
1298
$179K 0.01%
1,604
+43
1299
$177K 0.01%
1,752
+545
1300
$171K 0.01%
91,449
+2,210
50 51
52
53 54